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400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-08-19 |
| TX | RA | APPROVED | 2026-08-19 |
Branch Locations
12272 N Fenton Road Suite 7, Fenton, MI 48430 • United States
400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
12272 N. Fenton Road, Suite 7, Fenton, MI 48430 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-09-11 |
| MI | RA | APPROVED | 2022-02-04 |
Branch Locations
12272 N. Fenton Road, Suite 7, Fenton, MI 48430 • 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 |
|---|---|---|---|---|
| Summit Brokerage Services | Grand Blanc | MI | 02/2005 | 09/2019 |
| Summit Financial Group Inc | Fenton | MI | 10/2006 | 04/2021 |
| Sapphire Blue Investment Parnters | Fenton | MI | 05/2018 | 08/2026 |
| Cetera Advisor Networks Llc | Fenton | MI | 09/2019 | 04/2021 |
| Purshe Kaplan Sterling Investments | Albany | NY | 04/2021 | 08/2026 |
| Steward Partners Global Advisory, Llc | Fenton | MI | 08/2026 | Present |
| Steward Partners Investment Advisory, Llc | Fenton | MI | 08/2026 | Present |
| Steward Partners Investment Solutions, Llc | Fenton | MI | 08/2026 | Present |
1) Hensler & Associates Wealth Management, LLC DBA Sapphire Blue Investment Partners AKA Physicians Wealth Management Services LTD -- Investment related -- 12272 Fenton Rd., Suite 7, Fenton, MI 48430 -- Registered Investment Advisory Firm -- Investment Advisor Representative, Senior VP -- 05/2018 -- 240 hrs/mo -- 120 hrs during trading -- Provide financial planning, guidance, and investment advisory services; -- 2) Aisling Gitigaan, LLC -- Not investment related -- 11568 E. Casperson Road, Northport, MI 49670 -- LLC will hold family property / vacant land for liability purposes -- Owner / Responsible Party -- 8/13/2018 7. 10 hrs/mo -- 0 hrs during trading -- Maintain vacant land. Coordinate payment for expenses and property taxes; -- 3) Educational Trust for Maximus McCleer Etheridge -- Not investment related -- 11568 E. Casperson Road, Northport, MI 49670 -- Educational Trust -- Trustee -- 11/28/2018 -- 2 hrs/mo -- 0 hrs during trading -- Administer and distribute income or principal to or for the benefit of Maximus McCleer Etheridge as needed for post high school educational expenses 4) Daniel & Charlotte Draper - Rental Property. Not-Investment Related. 11568 E. Casperson Road, Northport, MI 48430. Real Estate Rental. Owner. 2/1/2026. 1 hr/month. 0 hr/month. Long term rental of second home. Duties include collecting rent and periodic home maintenance.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-09-21 |
| S63 | Uniform Securities Agent State Law Examination | 2001-05-14 |
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