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4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-04-19 |
Branch Locations
6414 Lake Michigan Drive, Allendale, MI 49401 • United States
4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sgl Financial, Llc | Buffalo Grove | IL | 12/2015 | 07/2018 |
| Alphastar Capital Management, Llc | Cornelius | NC | 06/2018 | 04/2024 |
| Estate And Wealth Management Services | Marysville | MI | 05/2007 | Present |
| Foundations Investment Advisors, Llc | Marysville | MI | 04/2024 | Present |
ESTATE AND WEALTH MANAGEMENT SERVICES LLC ENGAGING IN LIFE, HEALTH, ANNUITY, FIXED AND LTC INS. 20 HOURS PER WEEK. 675 Gratiot Blvd Marysville MI 48040 Insurance Products and Services
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-10-14 |
| S63 | Uniform Securities Agent State Law Examination | 2002-03-25 |
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