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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2010-09-28 |
Branch Locations
455 E. Eisenhower Parkway Suite 210, Ann Arbor, MI 48108 • United States
455 E. Eisenhower Parkway Ste 210, Ann Arbor, MI 48108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2010-09-28 |
Branch Locations
455 E. Eisenhower Parkway Ste 210, Ann Arbor, MI 48108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Equity Services, Inc. | Ann Arbor | MI | 04/1999 | Present |
| Select Financial Services Group, Inc. | Ann Arbor | MI | 01/2003 | Present |
1.SELECT FINANCIAL SERVICES GROUP INC. 455 E EISENHOWER PARKWAY,SUITE 115,ANN ARBOR, MI 48108-3321, SELLING FIXED INSURANCE PRODUCTS AND REGISTERED INVESTMENT ADVISOR OFFERING FINANCIAL PLANNING, AS OWNER, INSURANCE AGENT, AND INVESTMENT ADVISER REPRESENTATIVE, INVESTMENT RELATED. 2. BLUEPATH, LLC - CO-OWNER AND MEMBER OF A PRIVATE ENTITY USED TO OWN REAL ESTATE PROPERTIES; NON-INVESTMENT RELATED. 3. SELECT FINANCIAL SERVICES GROUP, LLC - ENTITY FOR SECURITIES BUSINESS; INVESTMENT RELATED; CONDUCTED AT BRANCH.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-09-15 |
| S63 | Uniform Securities Agent State Law Examination | 1996-11-21 |
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