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134 W State Street Suite 200, Traverse City, MI 49684 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-01-02 |
Branch Locations
52 South Elk Street Suite 2, Sandusky, MI 48471 • United States
134 W State Street Suite 200, Traverse City, MI 49684 • 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 |
|---|---|---|---|---|
| Securities America | Sandusky | MI | 12/2002 | 10/2016 |
| Cambridge Investment Research, Inc. | Sandusky | MI | 10/2016 | 12/2023 |
| Cambridge Investment Research Advisors, Inc. | Sandusky | MI | 10/2016 | 12/2023 |
| Dreyer & Dreyer Cpas Llc | Sandusky | MI | 01/2003 | 12/2022 |
| Sfk Pllc | Sandusky | MI | 01/2023 | 12/2025 |
| Spwm Advisors Llc | Sandusky | MI | 01/2024 | Present |
SPWM INSURANCE AGENCY LLC, SANDUSKY, MI, 2/2004, INDEPENDENT INSURANCE AGENT, 2 HR/MO - 2 HR/MO TRADING. TWO THIRTY PROPERTIES LLC, 1750 Isles Rd, Sandusky MI 48471, 06/23/2023, Owner, Real Estate, NIR, 1 HR/MO - 1 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-09-07 |
| S63 | Uniform Securities Agent State Law Examination | 2003-05-01 |
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