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800 W. Long Lake Road Suite 100, Bloomfield Hills, MI 48302 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-04-05 |
| MI | RA | APPROVED | 2015-05-05 |
Branch Locations
800 W. Long Lake Road Suite 100, Bloomfield Hills, MI 48302 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gainplan Llc | Bloomfield Hills | MI | 05/2015 | Present |
1. 6/4/13 - Michigan bar licensed attorney. I primarily provide referrals to other attorneys. Non-investment related. Less than 5% of my time spent and none during market hours. 2. Sells Accident & Health, Annuities, and Life Insurance
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-04-28 |
| S65 | Uniform Investment Adviser Law Examination | 2000-02-10 |
| S63 | Uniform Securities Agent State Law Examination | 2000-01-24 |
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