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144 South Main St., Mt. Clemens, MI 48043 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2010-04-01 |
Branch Locations
144 South Main St., Mt. Clemens, MI 48043 • United States
Harlingden, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Triad Advisors, Inc. | Norcross | GA | 02/2010 | 12/2017 |
| First Financial Coaching, Inc. | Mt. Clemens | MI | 02/2010 | Present |
1) Mannatech,Inc; not investment related; Coppell, TX;multi-level nutritional sales; associate/customer;1998;1 hr/month;0 hrs during trading; receive a tiny residual income per month 2) Day Financial Group; not investment related; 1251 North Stuart Place Road, Harlingen, TX 78552; insurance: life & long term care; agent;1978;40 hrs/month;2-4 hrs during trading; servicing existing clients & writing new business
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-06-19 |
| S63 | Uniform Securities Agent State Law Examination | 1998-08-07 |
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