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777 E. Eisenhower Pkwy Suite 740, Ann Arbor, MI 48108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2022-07-12 |
Branch Locations
777 E. Eisenhower Pkwy Suite 740, Ann Arbor, MI 48108 • United States
777 E. Eisenhower Pkwy Suite 742, Ann Arbor, MI 48108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2022-07-12 |
Branch Locations
777 E. Eisenhower Pkwy Suite 742, Ann Arbor, MI 48108 • 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 |
|---|---|---|---|---|
| White House Financial Llc | Chelsea | MI | 12/2001 | Present |
| White House International Llc Dba Be Bold Excel Fitness | Ann Arbor | MI | 03/2014 | Present |
| Lowe'S Home Improvement | Ann Arbor | MI | 04/2020 | 09/2020 |
| Rogue Fitness | Columbus | OH | 09/2020 | 01/2021 |
| Lifetime Fitness | Novi | MI | 01/2021 | 06/2021 |
| Lpl Financial Llc | Ann Arbor | MI | 04/2022 | Present |
| Provizr | Ann Arbor | MI | 07/2022 | Present |
| Four Financial Management | Ann Arbor | MI | 07/2022 | Present |
1) 04/13/2022 - Provizr - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 04/2022 2) 04/13/2022 - Four Financial Management - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 04/2022 3) 04/13/2022 - WHITE HOUSE INTERNATIONAL LLC DBA BE BOLD EXCEL FITNESS - Business Owner - Non-Inv Rel - Ann Arbor, MI - Start: 03/2014 - 1 H/Mth 4) 11/28/2023 - Four Financial Management - Inv Related - At Reported Business Location(s) - Registered Investment Advisor - - Start Date: 7/1/2022 - 40 Hrs/Mo; 4 Hrs During Trading - I provide investment advisory services through Four Financial Management., an independent investment advisor firm. I started this business activity 12/2023. I expect to spend approximately 40 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its service6s at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5) 02/22/2024 - Provizr - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - Start Date 11/14/2023 - 5 Hours Per Month/ 1 Hour During Trading - I provide investment advisory services through Provizr., an independent investment advisor firm. I started this business activity 2/2024. I expect to spend approximately 5 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its service6s at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 6) 03/05/2024 - Other - Book Author - Not investment Related - At Reported Business Location(s) - Start Date 07/01/2023 - 1 Hour Per Month/ 0 Hours During Trading. 7) 06/27/2024 - WHITE HOUSE FINANCIAL & SETTLEMENT CONSULTING LLC - Inv Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started: 9/3/2001 - 160 Hrs/Mo; 10 Hrs During Trading. 8) 06/27/2024 - WHITE HOUSE FINANCIAL & SETTLEMENT CONSULTING LLC - Inv Related - At Reported Business Location(s) - Non-Variable Insurance - Started: 12/3/2001 - 20 Hrs/Mo; 1 Hr During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-11 |
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