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5429 Lbj Freeway Suite 750, Dallas, TX 75240 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2021-04-28 |
Branch Locations
One Heritage Plaza #450, Southgate, MI 48195 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Summit Brokerage Services Inc | Southgate | MI | 06/2006 | 09/2019 |
| Summit Financial Group Inc | Southgate | MI | 05/2005 | 04/2021 |
| Cetera Advisor Networks Llc | Southgate | MI | 09/2019 | 04/2021 |
| Prospera Financial Services, Inc | Dallas | TX | 04/2021 | Present |
1) NAME OF OTHER BUSINESS: TAYLOR & ASSOCIATES LLC ; INVESTMENT RELATED: YES ; ADDRESS:SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS:INVESTMENTS ; START DATE: 5/2003 ; POSITION/TITLE/RELATIONSHIP: REGISTERED SALES ASSISTANT ; APX NUMBER OF HOURS PER WEEK: 40 ; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 ; BRIEF DESCRIPTION OF DUTIES: ASSIST REGISTERED REPRESENTATIVE ;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-06-24 |
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