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1125 N.W. Couch Street Suite 900, Portland, OR 97209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2017-07-07 |
Branch Locations
One Woodward Ave., Ste 1500, Detroit, MI 48226 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kestra Financial Services, Inc. | Austin | TX | 04/2016 | 06/2017 |
| M Holdings Securities | Portland | OR | 07/2017 | Present |
| Lovasco Consulting Group | Detroit | MI | 06/2017 | Present |
| Arthur J. Gallagher & Co. | Bingham Farms | MI | 12/2013 | 06/2017 |
Business Name: LoVasco Consulting Group Investment Related: Yes Address: One Woodward, Suite 1500, Detroit, MI 48226 Nature of Business: Consulting Position, Title or Relationship: Managing Director Start Date: 06/19/2017 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: Ongoing and project consulting to plan sponsors of retirement plans
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-05-10 |
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