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300 Parkland Plaza, Ann Arbor, MI 48103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-10-16 |
| MI | RA | APPROVED | 2010-01-29 |
Branch Locations
300 Parkland Plaza, Ann Arbor, MI 48103 • United States
1339 Horton Rd., Suite B, Jackson, MI 49203 • 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.
1. INDEPENDENT FIXED INSURANCE BUSINESS, JACKSON, MI. SELLING FIXED INSURANCE PRODUCTS. APPROVED AUGUST 10, 2005. 2. SALE OF LIFE AND HEALTH THROUGH VARIOUS INSURANCE COMPANIES. 3. DBA - Summit Wealth Advisors of Michigan, Jackson, MI. Start date: 9/4/20, approx. 160 hrs/mo, all during mkt hrs. INV REL: Y 4. Summit Wealth Properties, LLC, Jackson, MI. Sole member/Owner of commercial building and receive rental income. Start date: 12/2/21, approx. 1 hr/mo, none during mkt hrs. INV REL: N 5. Douglas Vanderstelt LLC, Jackson, MI. Sole member of personally held entity used to track business expenses. Start date: 7/29/11, approx. 1 hr/mo.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-07-07 |
| S63 | Uniform Securities Agent State Law Examination | 2000-05-09 |
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