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7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-27 |
| MI | RA | APPROVED | 2022-09-22 |
Branch Locations
4144 Chicago Drive Sw, Grandville, MI 49418 • United States
7333 E. Doubletree Ranch Road #120, Scottsdale, AZ 85258-2023 • UNITED STATES
Amg Bldg 800 E. Ellis Rd. Ste. 203, Muskegon, MI 49441 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Summit Brokerage Services Inc | Grandville | MI | 08/2006 | 09/2019 |
| Summit Financial Group Inc | Grandville | MI | 08/2006 | 05/2021 |
| Cetera Advisor Networks Llc | El Segundo | CA | 09/2019 | 09/2022 |
| Elevation Advisory Partners, Llc | Grandville | MI | 05/2021 | 09/2022 |
| United Planners Financial Services | Scottsdale | AZ | 09/2022 | Present |
| Lindsey L Chrystan | Grandville | MI | 09/2000 | Present |
1.) LINDSEY L CHRYSTAN - INSURANCE AGENT - NON-VARIABLE INSURANCE - GRANDVILLE, MI - SINCE 09/2000 - INVESTMENT RELATED 2.) SUCCESS FINANCIAL GROUP - PRESIDENT - DBA NAME FOR MARKETING PURPOSES ONLY - GRANDVILLE, MI - SINCE 05/2011 - INVESTMENT RELATED 3.) SUCCESS REAL ESTATE LLC - OWNER - REAL ESTATE SALES/RENTAL PROPERTIES/PROPERTY MANAGEMENT - GRANDVILLE, MI - SINCE 08/2017 - NOT INVESTMENT RELATED 4.) STATE OF MICHIGAN - NOTARY - NOTARY - GRANDVILLE, MI - SINCE 09/2022 - INVESTMENT RELATED 5.) LCSF LLC - OWNER - ACQUIRED BUSINESS IN 2011 AND THIS IS THE LLC I USED TO PURCHASE THE BUSINESS - GRANDVILL, MI - SINCE 06/2011 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2001-06-25 |
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