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300 Parkland Plaza, Ann Arbor, MI 48103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-05-03 |
| MI | RA | APPROVED | 2010-05-20 |
Branch Locations
300 Parkland Plaza, Ann Arbor, MI 48103 • United States
3310 W. Big Beaver Road Suite 137, Troy, MI 48084 • United States
No disclosure categories reported as “Yes” on this SEC record.
1. DBA - STRATEGIC PLANNING CONCEPTS. 2. SELLS LIFE INSURANCE. 3. Board member - Better Business Bureau of Detroit/Eastern Michigan, Southfield, MI. Start date: 11/21/23, less than 1 hr/mo., none during mkt hrs. INV REL: N 4. Sale of golf merchandise through online website, Golfs Black Book. Start date: 11/23/25, approx. 4 hrs/mo, none during mkt hrs. INV REL: N
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-04-15 |
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