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2211 Old Earhart Rd. Suite 155, Ann Arbor, MI 48105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-03-14 |
| IN | RA | APPROVED | 2022-10-06 |
| OH | RA | APPROVED | 2016-10-03 |
| MI | RA | APPROVED | 2015-07-17 |
Branch Locations
2211 Old Earhart Rd. Suite 155, Ann Arbor, MI 48105 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Triad Advisors, Llc | Norcross | GA | 08/2006 | 08/2024 |
| Vision Capital Partners | Ann Arbor | MI | 06/2015 | Present |
| Osaic Wealth, Inc. | Ann Arbor | MI | 08/2024 | Present |
1-VISION CAPITAL PARTNERS; INVESTMENT RELATED; 2711 OLD EARHART RD, SUITE 155, ANN ARBOR, MI 48105; RIA; IAR; 2006; 20 HRS/MONTH; 20 HRS/DAY; COMPENSATION-FEE BASED ON AUM; FINANCIAL ADVICE, FEE BASED INVESTMENT MANAGEMENT 2-INSURANCE LICENSED WITH MULTIPLE CARRIERS; NON-INVESTMENT RELATED; 7609 W. JEFFERSON BLVD. FORT WAYNE, IN 46804; INSURANCE AGENCY/BROKERAGE; AGENT; 2006; 5 HR/MONTH; 5 HR/DAY; COMPENSATION-COMMISSIONS ON LIFE INSURANCE; SELL LIFE INSURANCE POLICIES. 3. VCP DETROIT; NOT INVESTMENT RELATED; 28175 HAGGERTY ROAD,Novi, MI 48377; S-CORP; PRESIDENT; 2006; 10HR/MO; 1HR/DAY; FEES AND COMMISSIONS PAID DIRECTLY TO TOM DUNCAN FLOW THROUGH THIS S-CORP COMPENSATION IS FEES/COMMS LESS BUSINESS EXPENSES; MANAGE BUSINESS/PRACTICE
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-12-12 |
| S63 | Uniform Securities Agent State Law Examination | 2001-03-16 |
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