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516 South Main Street Suite C, Frankenmuth, MI 48734 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-02-14 |
Branch Locations
516 South Main Street Suite C, Frankenmuth, MI 48734 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Haller Financial Group, Llc | Troy | MI | 07/2002 | Present |
| Usa Financial Securities Corporation | Ada | MI | 06/2008 | 02/2024 |
| Self | Troy | MI | 02/1986 | Present |
| Richmark Private Wealth Management | Frankenmuth | MI | 02/2024 | Present |
1.) HALLER FINANCIAL GROUP, LLC; INVESTMENT-RELATED; 1450 LONG LAKE RD STE 365, TROY, MI 48098. STARTED 08/2008. THE SALE OF LIFE/HEALTH INSURANCE PRODUCTS AND ANNUITIES FOR COMMISSIONS; 60 HRS/MO 2.) STRATEGIC GROWTH; NON-INVESTMENT RELATED; TROY, MI; BUSINESS COACHING FIRM THAT MARKETS TO SMALL BUSINESSES; 20 HRS/WK
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-05-11 |
| S63 | Uniform Securities Agent State Law Examination | 2008-07-30 |
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