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4086 Legacy Parkway, Lansing, MI 48911-4261 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-06 |
Branch Locations
4086 Legacy Parkway, Lansing, MI 48911-4261 • United States
5070 Highway A1A Suite 250, Vero Beach, FL 32963 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sun Trust Bank | Vero Beach | FL | 07/2016 | 06/2023 |
| Suntrust Investment Services, Inc. | Atlanta | GA | 08/2016 | 06/2023 |
| Suntrust Advisory Services, Inc. | Atlanta | GA | 02/2017 | 06/2023 |
| Rehmann Financial Network, Llc | Vero Beach | FL | 07/2023 | Present |
1. Rehmann Financial Network, LLC; Investment related: Yes; Address: 5070 Highway A1A, Suite 250, Vero Beach, FL 32963; Nature: LLC; Position: Registered Rep; Start Date: 7/2023; Hrs per month: 160; Securities Hrs per month: 160; Duties: Acting as a registered rep of the broker dealer 2. Rehmann Capital Advisory Group; Investment related: Yes; Address: 5070 Highway A1A, Suite 250, Vero Beach, FL 32963; Nature: LLC; Position: Financial Advisor; Start Date: 7/2023; Hrs per month: 160; Securities Hrs per month: 160; Duties: Providing financial advisor to clients of the RIA 3. Rehmann Insurance Group, LLC; Investment related: Yes; Address: 5070 Highway A1A, Suite 250, Vero Beach, FL 32963; Nature: LLC; Position: Licensed Producer; Start Date: 7/2023; Hrs per month: 40; Securities Hrs per month: 40; Duties: Licensed producer affiliated with the agency
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-02-13 |
| S63 | Uniform Securities Agent State Law Examination | 2001-08-10 |
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