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8336 Monroe Road Suite 101, Lambertville, MI 48144 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-11-03 |
| TX | RA | APPROVED_RES | 2022-03-18 |
Branch Locations
8336 Monroe Road Suite 101, Lambertville, MI 48144 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 03/2011 | 10/2020 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 03/2011 | 10/2020 |
| Advanced Financial Management, Inc. | Lamberville | MI | 10/2020 | Present |
1. ADVANCED ACCOUNTING TAX & FINANCIAL SERVICES LLC, 8336 MONROE RD STE 101, LAMBERTVILLE, MI, 03/2011. PRESIDENT, ACCOUNTING AND TAX PREPARATION. NIR-20/WK-20/TRADING. 2)ADVANCED ACCOUNTING LLC, 3040 CONSEAR RD, LAMBERTVILLE, MI, 9/2016 OFFERING LEGAL SHIELD SUBSCRIPTIONS. NIR - 1 HR/MO - .5/TRADING. 3)INDEPENDENT INSURANCE AGENT, 3040 CONSEAR RD, LAMBERTVILLE, MI, 3/2011 FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. 2 HR/MO - 2/TRADING. 4)CROWN FINANCIAL MINISTRIES COUNSELER, 3040 CONSEAR RD, LAMBERTVILLE, MI, SINCE 3/2011. NIR - NON-PROFIT - DEVOTES 24 HR/YR - NONE DURING TRADING. 5)ORDAINED MINISTER, 3040 CONSEAR RD., LAMBERTVILLE, MI 48144. BEGAN 3/1/11 AS A MINISTER WHO SPEAKS ON BIBLICAL MATERIAL THROUGH CHURCH AND CONFERENCE SETTING. NOT INVESTMENT RELATED. DEVOTES 24HR/YR, 0/TRADE. 6)GUNPOWDER & LACE, LLC, 8336 MONROE RD, STE.101, LAMBERTVILLE, MI 48144. BEGAN 9/2012 AS PARTNER.THIS IS AN APPAREL COMPANY THAT MANUFACTURES HOLSTERS AND CONCEALMENT GARMENTS. I WILL PERPARE THE COMPANIES TAX RETURN, A MEMBER OF MY ACCOUNTING STAFF WILL KEEP THE ACCOUNTING RECORDS. NOT INVESTMENT RELATED. DEVOTES 12 HR/YR-NONE DURING TRADING. 7.AUTHOR OF NON-FINANCIAL BOOK, LAMBERTVILLE, MI, 2/2017. NIR - 12/WK - 2/TRADING. 8. BRICKS & MINIFIGS; NON-INVESTMENT RELATED; TOLEDO, OH (REMOTELY); RETAIL STORE; CO-OWNER, HANDLES ACCOUNTING AND TAXES; START - 11/2024; 1 HR/MO
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-01-31 |
| S63 | Uniform Securities Agent State Law Examination | 1997-04-03 |
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