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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-29 |
| FL | RA | APPROVED | 2024-09-09 |
| GA | RA | APPROVED | 2024-09-06 |
| MI | RA | APPROVED | 2022-04-14 |
Branch Locations
4519 Cascade Rd Se #2B, Grand Rapids, MI 49546-0000 • United States
3309 Silver Lake Road Suite A, Fenton, MI 48430 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Company | Fenton | MI | 11/2015 | 04/2022 |
| Mml Investors Services, Llc | Fenton | MI | 11/2015 | 04/2022 |
| Osaic Wealth, Inc. | Fenton | MI | 04/2022 | Present |
(1) SILVERLAKE 2015 LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 08/01/2015 ADDRESS: 3309 W Silver Lake Rd, Suite A, Fenton MI 48430, United States DESCRIPTION: Management (2) AUTUMN VIEW CT LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2010 ADDRESS: 6476 Shannon Glen Dr, Fenton MI 48430-9283, United States DESCRIPTION: Nothing (3) GARY HOLVICK JR. - INSURANCE BROKER POSITION: Agent NATURE: S Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 04/22/1999 ADDRESS: 3309 W Silver Lake Rd, Suite A, Fenton MI 48430, United States DESCRIPTION: Insurance Sales (4) HOLVICK & ASSOCIATES, ADVANCED BUSINESS PARTNERS POSITION: CEO & Chief Strategist NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 133 START DATE: 04/14/2022 ADDRESS: 3309 W. Silver Lake Rd., Suite A, Fenton MI 48430, United States DESCRIPTION: Holvick & Associates, Advanced Business Partners used as Marketing Name for BD (5) PENSION PLAN CONSULTING LLC POSITION: Passive NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 03/09/2016 ADDRESS: 3309 W Silver Lake Rd, Suite D, Fenton MI 48430, United States DESCRIPTION: Shareholder Meetings (6) ADVANCED BUSINESS PARTNERS CONSULTING LLC POSITION: Owner/ Partner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 04/05/2023 ADDRESS: 3309 Silver Lake Road, Suite A, Fenton MI 48430, United States DESCRIPTION: Work with non-publicly traded companies to enhance their business operations and prepare for transfer of ownership whether internal or external. This may include; management consulting, Owner exit readiness assessments, team coaching, group insurance benefits & P&C review.*We may receive a referral fee from 3rd party business brokers when a company we referred sells (7) ADVANCED BUSINESS PARTNERS CASCADE POSITION: Advisor NATURE: Branch Office of ABP, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 07/01/2024 ADDRESS: 4519 Cascade Rd, Grand Rapids MI 49546, United States DESCRIPTION: Soliciting Clients and Managing a Financial Services Practice.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-09-29 |
| S63 | Uniform Securities Agent State Law Examination | 1999-12-29 |
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