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2150 Butterfield Drive Suite 220, Troy, MI 48084 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2020-01-03 |
| MI | RA | APPROVED | 2016-09-30 |
Branch Locations
2150 Butterfield Drive #220, Troy, MI 48084 • United States
2150 Butterfield Drive Suite 220, Troy, MI 48084 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Walsh College | Troy | MI | 07/2008 | 12/2018 |
| Snook Housey Advisors | Troy | MI | 01/2008 | Present |
| Flipside Consulting, Llc | Troy | MI | 09/2012 | Present |
| Isto Advisors, Llc | Troy | MI | 09/2016 | Present |
1. 06/28/2013 - Building Bridges - NOT INV REL - Community, Civic and Charitable Board - 10% TIME SPENT - Founder 2. 06/28/2013 - FlipSide Stories, LLC - NOT INV REL - Family Business - NO TIME SPENT 3. 06/28/2013 - Non-Variable Insurance - INV REL - Fixed Life & Annuity - 5% TIME SPENT 4. 06/28/2013 - Snook Housey Advisors, INC - INV REL - AT REPORTED LOCATION - DBA for LPL Business (entity for LPL business) - 90% TIME SPENT 5. 07/11/2013 - FlipSide Consulting - INV REL - Registered Investment Advisor - Hybrid - 90% TIME SPENT 6. 07/30/2014 - Housey Financial Network - INV REL - 2150 Butterfield Dr. Suite 220, Troy, MI 48084 - DBA for LPL Business (entity for LPL business) - START 01/01/2015 - 40 HOURS PER MONTH - FlipSide Consulting (RIA), I would also do fixed insurance business outside of LPL through this entity. 7. 09/18/2014 - HOUSEY FINANCIAL - INV REL - 2150 Butterfield Dr., Suite 220 Troy MI 48084 - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - TIME SPENT 200 HOURS - TROY, MI
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-01-27 |
| S65 | Uniform Investment Adviser Law Examination | 1998-03-05 |
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