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1125 N.W. Couch Street Suite 900, Portland, OR 97209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2020-02-04 |
Branch Locations
1125 N.W. Couch St., Ste. 900, Portland, OR 97209 • United States
One Woodward Ave., Ste 1500, Detroit, MI 48226 • United States
Macomb, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors, Inc. | Auburn Hills | MI | 12/2017 | 01/2020 |
| Unemployed | Clinton Township | MI | 06/2016 | 12/2017 |
| Lovasco Consulting Group | Detroit | MI | 08/2023 | Present |
| M Holdings Securities, Inc. | Portland | OR | 02/2020 | Present |
1.LOVASCO CONSULTING GROUP; One Woodward Avenue, Suite 1500, Detroit MI 48226; M Financial Member Firm Affiliation; Investment Related; Consultant; Advisory to retirement plan fiduciaries in the areas of plan governance, management, investment selection and monitoring, employee education, and plan recordkeeper oversight.; 8/21/2023; 200 hours per month; 140 hours during trading hours per month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-01-20 |
| S63 | Uniform Securities Agent State Law Examination | 2002-09-26 |
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