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41800 W. 11 Mile Road Suite 201, Novi, MI 48375 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-03 |
| MI | RA | APPROVED | 2025-01-01 |
| LA | RA | APPROVED | 2024-10-30 |
| NM | RA | APPROVED | 2024-09-13 |
Branch Locations
41800 W. 11 Mile Road Suite 201, Novi, MI 48375 • 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 |
|---|---|---|---|---|
| Aegis Wealth Management, Inc. | Guthrie Center | IA | 01/2020 | 05/2023 |
| Aegis Financial | Las Vegas | NV | 06/2014 | Present |
| Safe Future Wealth Partners Llc | Howell | MI | 06/2021 | Present |
1.) Aegis Financial, 9192 Black Slate Street, Las Vegas, NV, Regional Vice President, Start Date 06/2014, Approximate number of hours/month devoted to the business 35 hours. 2.) Safe Future Wealth Partners LLC, Investment Related, Howell, MI, RIA, Chief Compliance Officer/Investment Adviser Representative, Start Date 06/2021, Approximately 60 hours/month devoted to this business
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-12-20 |
| S65 | Uniform Investment Adviser Law Examination | 1998-12-28 |
| S63 | Uniform Securities Agent State Law Examination | 1998-12-16 |
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