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1024 E. Grand River Ave Suite B, Brighton, MI 48116 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-03-29 |
| MI | RA | APPROVED | 2016-08-22 |
Branch Locations
1024 E. Grand River Ave Suite B, Brighton, MI 48116 • United States
Longboat Key, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Roy, Noye & Warren Cpa, P.C. | Flint | MI | 12/2000 | 12/2021 |
| Swartz Ambulance Service, Inc | Flint | MI | 01/2012 | 12/2025 |
| Caitlin John, Llc. | Brighton | MI | 08/2016 | Present |
| Cornerstone Real Estate Of Southwest Florida | Venice | FL | 01/2022 | 12/2024 |
| Monthly Shoppers Inc. | Grand Blanc | MI | 07/2007 | 12/2025 |
| Independent Insurance Agent | Longboat Key | MI | 08/2016 | Present |
Independent Insurance Agent; Investment Related; 2045 Gulf of Mexico Dr., UNIT 405, Longboat Key, FL 34228; Fixed Business Sales; Insurance Producer; Agent: Started 08/2016; 1 Hour per month; 1 Hour During Trading Hours; Insurance Product Sales, annuities and life insurance strategies.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-12-17 |
| S63 | Uniform Securities Agent State Law Examination | 2002-10-31 |
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