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300 Parkland Plaza, Ann Arbor, MI 48103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-11-07 |
| ME | RA | APPROVED | 2005-05-31 |
| VI | RA | APPROVED | 2005-05-03 |
Branch Locations
4608 Tutu Park Mall Suite 202, St. Thomas, VI 00802 • United States
300 Parkland Plaza, Ann Arbor, MI 48103 • United States
Pembroke, ME • United States
No disclosure categories reported as “Yes” on this SEC record.
1. I HOLD LIFE AND HEALTH INSURANCE APPOINTMENTS WITH VARIOUS COMPANIES. 2. REAL ESTATE AGENT LICENSE ON HOLD WITH LICENSING DEPARTMENT. 3. TRUSTEE OF HELTON FAMILY TRUST. 4. Board of Trustees / General Board Member - Washington Academy, an independent secondary school in East Machias, ME. Also serve as Chair of the Equity Inclusion and Diversity Committee. Start date: 12/6/18, approx. 3-4 hrs/mo, none during mkt hours. Not investment related. 5. Have General and Durable Power of Attorney for my mother, husband, and son. Start date: 11/29/21, less than 1 hour/mo. Not investment related. 6. Board of Trustees / Vice President - Washington Academy, an independent secondary school in East Machias, ME. Start date: 6/20/25, Duties include running meetings. Approx. 1.50 hrs/mo, none during mkt hours. Not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-05-18 |
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