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1301 W Long Lake Rd Suite 260, Troy, MI 48098 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-04-09 |
| MI | RA | APPROVED | 2010-07-23 |
Branch Locations
1301 W Long Lake Rd Suite 260, Troy, MI 48098 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J2 Capital Management, Inc. (152964) | Troy | MI | 06/2010 | Present |
| Alpha Cubed Investments Llc | Irvine | CA | 06/2018 | 12/2018 |
| Node Ai, Inc. | Troy | MI | 07/2025 | Present |
ALL BUSINESS ACTIVITIES ARE LOCATED AT 1301 W. LONG LAKE RD., SUITE 260, TROY, MI 48098. J2 CAPITAL MANAGEMENT, INC., IAR AND 50% SHAREHOLDER. DUTIES INCLUDE FINANCIAL PLANNING, CLIENT RELATIONSHIP MANAGEMENT, CHIEF INVESTMENT OFFICER, AND OCCASIONAL SALE OF LIFE INSURANCE PRODUCTS. TIME SPENT EXCEEDS 40 HOURS PER WEEK.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-03-16 |
| S63 | Uniform Securities Agent State Law Examination | 1998-03-27 |
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