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Spc CRD 110692
$6.10B regulatory AUM 4,483 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
300 Parkland Plaza, Ann Arbor, MI 48103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2013-01-18 |
| OH | RA | APPROVED | 2013-01-18 |
Branch Locations
300 Parkland Plaza, Ann Arbor, MI 48103 • United States
No disclosure categories reported as “Yes” on this SEC record.
1. I SELL LIFE INSURANCE AND LONG TERM CARE INSURANCE AS AN INDEPENDANT AGENT LESS THAN 10 HOURS A MONTH. 2. dba - Republic Wealth Management, Loveland, OH. Name used for my financial services practice. Start date: 2/13/17, approx. 160 hrs/mo. INV REL: Y 3. Realtor Assistant, Loveland, OH. License obtained to help spouse, who is a real estate agent. Perform non-contract duties including assistance with showing a home and also providing access to home buyers and contractors, as necessary. Start date: 3/3/26, less than 20 hrs/mo. INV REL: N
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-11-19 |
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