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7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-01-02 |
Branch Locations
7333 E Doubletree Ranch Rd Ste 120, Scottsdale, AZ 85258 • United States
75 N. Main St. Ste. 300, Mt. Clemens, MI 48043 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities, Llc | Troy | MI | 06/2016 | 11/2017 |
| The Prudential Insurance Company Of America | Troy | MI | 06/2016 | 11/2017 |
| Mml Investors Services, Llc | Clinton Township | MI | 01/2018 | 06/2019 |
| Mass Mutual Life Insurance Co | Clinton Township | MI | 12/2017 | 06/2019 |
| Equity Services, Inc. | Montpelier | VT | 06/2019 | 01/2021 |
| National Life Group | Troy | MI | 06/2019 | 01/2021 |
| Regulus Financial Group, Llc | Kentwood | MI | 08/2021 | 09/2022 |
| Regal Investment Advisors, Llc | Kentwood | MI | 08/2021 | 09/2022 |
| Atkinson Insurance Group | Clinton Township | MI | 05/2019 | 09/2022 |
| Ameritas Investment Company, Llc | Lincoln | NE | 09/2022 | 01/2025 |
| Ameritas Advisory Services, Llc | Lincoln | NE | 09/2022 | 01/2025 |
| Ameritas Life Insurance Company | Lincoln | NE | 09/2022 | 01/2025 |
| New Possibilties Financial Group | Clinton Twp | MI | 06/2019 | Present |
| Ramblers Inc | Clinton Twp | MI | 10/2021 | Present |
| Lexicon Tax Strategies | Clinton Twp | MI | 06/2021 | Present |
| Davis Holdings, Llc | Spring Lake | MI | 01/2009 | Present |
| New Possibilties Medicare Solutions | Clinton Twp | MI | 06/2019 | Present |
| United Planners Financial Services | Scottsdale | AZ | 01/2025 | Present |
| New Possibilities Medicare Solutions | Clinton Township | MI | 06/2019 | Present |
| Kurt Davis | Clinton Township | MI | 08/2021 | Present |
1.) KURT DAVIS - AGENT - NON-VARIABLE INSURANCE - CLINTON TOWNSHIP, MI - SINCE 08/2021 - INVESTMENT RELATED. 2.) NEW POSSIBILITIES MEDICARE SOLUTIONS - PRESIDENT - HEALTH CARE - CLINTON TOWNSHIP, MI - SINCE 06/2019 - INVESTMENT RELATED 3.) NEW POSSIBILITIES FINANCIAL GROUP - PRESIDENT - DBA NAME FOR MARKETING PURPOSES ONLY - CLINTON TOWNSHIP, MI - SINCE 06/2019 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-02-27 |
| S63 | Uniform Securities Agent State Law Examination | 2002-12-20 |
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