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Harbor Springs, MI • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-01-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Michigan Department Of Treasury | No | MI | 01/2011 | 06/2018 |
| The Ryan Group Portfolio Design Llc | Harbor Springs | MI | 06/2013 | Present |
Tax preparation services, sole proprietor, residential office. The time spent on this activity varies from year to year and accounts for less than 1% of registrant's time and no time during market hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-02-04 |
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