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777 E. Eisenhower Pkwy Suite 742, Ann Arbor, MI 48108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-02-13 |
| MI | RA | APPROVED | 2016-10-25 |
Branch Locations
777 E. Eisenhower Pkwy Suite 742, Ann Arbor, MI 48108 • United States
777 E. Eisenhower Pkwy Suite 740, Ann Arbor, MI 48108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2016-10-25 |
Branch Locations
777 E. Eisenhower Pkwy Suite 740, Ann Arbor, MI 48108 • 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 |
|---|---|---|---|---|
| Lpl Financial Llc | Ann Arbor | MI | 11/2008 | Present |
| Provizr | Ann Arbor | MI | 09/2015 | Present |
| Four Financial Management | Ann Arbor | MI | 10/2016 | Present |
(1) 01/11/2010: Four Financial Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) (2) 06/09/2014: MKBF, LLC - Business Entity For Tax/Investment Purposes Only - Investment Related - 777 E. Eisenhower Pkwy., Suite 740, Ann Arbor, MI 48108 - Start 08/01/2008 - 0 Hr/Mo (3) 09/03/2015: KBF, LLC - Business Entity For Tax/Investment Purposes Only - Investment Related - 777 E. Eisenhower Pkwy., Suite 740, Ann Arbor MI 48108 - Start 09/01/2015 - 10 Hr/Mo; 5 Hour(s) During Securities Trading (4) 09/08/2015: Provizr - DBA for LPL Business (entity for LPL business) - Investment Related - 777 E. Eisenhower Pkwy., Suite 740, Ann Arbor MI 48108 - Start 09/01/2015 - 10 Hr/Mo; 8 Hour(s) During Securities Trading (5) 11/16/2015: Four Financial Tax Services - Tax Prep/Accounting/CPA - Investment Related - 777 E. Eisenhower Pkwy., Suite 740 Ann Arbor, MI 48108 - Start 11/01/2015 - 15 Hr/Mo; 5 Hour(s) During Securities Trading (6) 10/26/2016: Four Financial Management - Registered Investment Advisor Hybrid - DBA: (Hybrid)Four Financial Management - Investment Related - 777 E. Eisenhower Pkwy., Suite 740 Ann Arbor, MI 48108 - Start 07/25/2016 - 160 Hr/Mo; 160 Hour(s) During Securities Trading - I provide investment advisory services through Four Financial Management, an independent investment advisor firm. I started this business activity on 10/26/16. I expect to spend approximately 160 hours/month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. (7) 10/26/2016: Provizr - Registered Investment Advisor Hybrid - DBA: (HYBRID) Provizr - Investment Related - 777 E. Eisenhower Pkwy., Suite 740 Ann Arbor, MI 48108 - Start 07/25/2016 - 160 Hr/Mo; 160 Hour(s) During Securities Trading - I provide investment advisory services through Provizr, an independent investment advisor firm. I started this business activity in October 2016. I expect to spend approximately 160 hours per month] on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 8) 01/30/2025 - Rose Laundry Northville LLC - Not Investment Related - Business Owner - RoadNorthville, MI -Start Date:02/28/2025 - 5 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-08-28 |
| S65 | Uniform Investment Adviser Law Examination | 2001-09-10 |
| S63 | Uniform Securities Agent State Law Examination | 2001-03-29 |
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