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4086 Legacy Parkway, Lansing, MI 48911-4261 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-07-24 |
Branch Locations
1500 Big Beaver Rd. 2Nd Floor, Troy, MI 48084 • United States
4086 Legacy Parkway, Lansing, MI 48911-4261 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Natiionwide Investment Services Corp | Columbus | OH | 07/2013 | 12/2021 |
| Mutual Of America Securities Llc | Southfield | MI | 12/2021 | 04/2024 |
| Rehmann Wealth | Troy | MI | 04/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-07-24 |
| S66 | Uniform Combined State Law Examination | 2011-11-15 |
| S63 | Uniform Securities Agent State Law Examination | 1997-09-04 |
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