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15 Halton Green Way, Greenville, SC 29607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-01-01 |
Branch Locations
100 West Big Beaver Road, Suite 200, Troy, MI 48084 • United States
15 Halton Green Way, Greenville, SC 29607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Chesterfield | MI | 05/2013 | 12/2020 |
| Michigan Schools & Government Cu | Chesterfield | MI | 05/2013 | 12/2020 |
| Cpr Financial Group Llc | Rochester | MI | 07/2021 | 10/2024 |
| Cpr Investments Inc | Rochester | MI | 07/2021 | 10/2024 |
| Willenbrecht Legal Services, Llc | Chesterfield | MI | 06/2018 | 04/2020 |
| Lpl Financial, Llc | Chesterfield | MI | 07/2015 | 12/2020 |
| Discipline Wealth Solutions, Inc. | Greenville | SC | 10/2024 | Present |
| George W. Johnson Financial Advisors | Lake Orion | MI | 10/2007 | Present |
(1) INSURANCE AGENT- INVESTMENT RELATED-ROCHESTER, TROY, MICHIGAN, INSURANCE SALES, AGENT, 2009, DEVOTES NOT MORE THAN 30% OF AGENTS TIME DURING WORKING HRS/MO DURING TRADING HOURS; SALE OF VARIOUS INSURANCE PRODUCTS. (2) GEORGE W. JOHNSON FINANCIAL ADVISORS - BUSINESS ENTITY FOR TAX/INVESTMENT PURPOSES ONLY - INV REL - START 01/01/2010 - TROY, MI 48362 - NOT OFFERED TO THE PUBLIC, ONLY USED FOR TAX PURPOSES. - 0 HR/MO (3) ELITE RESOURCE TEAM, NOT INVESTMENT RELATED, TROY, MICHIGAN, BUSINESS CONSULTING, REFERRAL REPRESENTATIVE; 2021; APPROXIMATELY 10%; REFER SERVICES BASED ON NEEDS OF REFEREE. (4) ALPHA CFO SERVICES, NOT INVESTMENT RELATED; TROY, MICHIGAN, BUSINESS CONSULTING; REFERRAL REPRESENTATIVE; 2022; APPROXIMATELY 10%; REFER SERVICES BASED ON NEEDS OF REFEREE. (5) ESTATE PLAN GURU; NOT INVESTMENT RELATED; TROY, MICHIGAN; ESTATE PLANNING SERVICES; CUSTOMER SERVICE LIAISON; 2022; APPROXIMATELY 10%; PROVIDE ASSISTANCE TO CLIENTS WORKING WITH ASSIGNED LAWYER.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-07-23 |
| S66 | Uniform Combined State Law Examination | 2002-03-21 |
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