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300 Parkland Plaza, Ann Arbor, MI 48103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2010-09-20 |
Branch Locations
7321 Park Avenue, Allen Park, MI 48101 • United States
300 Parkland Plaza, Ann Arbor, MI 48103 • United States
No disclosure categories reported as “Yes” on this SEC record.
1. DBA: Harvest Partners Financial 2. SOUTHERN WAYNE COUNTY CHAMBER; MEMBER - BOARD OF DIRECTORS 3. Kubien, LLC - receive payment from agency for the sale of fixed life insurance and fixed annuities. Start date: 9/25/15, approx. 10 hrs/mo with 5 during mkt hrs. 4. Committee Member - Allen Park MI Downtown Development Authority, Allen Park, MI. Appointed by the mayor to make recommendations to the City with regards to improvements to the City and beautification projects, as well as improve business traffic. Start date: 3/31/24, approx. 4 hrs/mo. No access to funds, INV REL: N. 5. Board Member - Children with Hair Loss, a 501(c)3 non-profit that raises money for, and donates, wigs to children with hair loss due to medical complications. Duties included oversite to operations and support of the charity through volunteer work and donations. Start date: 12/29/25, approx. 4 hrs/mo. INV REL: N
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-08-04 |
| S63 | Uniform Securities Agent State Law Examination | 2002-02-22 |
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