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Michael David Hodgson

Lvz, Inc.

Rock Hill, NY

Belleair, FL

Columbus, OH

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Current Employers
Lvz, Inc.

240 South River Avenue, Holland, MI 49423 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2021-12-24
NY RA APPROVED 2021-07-19
  • OH RA
    APPROVED
    Since 2021-12-24
  • NY RA
    APPROVED
    Since 2021-07-19

Branch Locations

Rock Hill, NY • United States

Belleair, FL • United States

4200 Regent Street, Ste 200, Columbus, OH 43219 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Next Financial Group Inc Granville OH 03/2009 07/2021
Lvz, Inc. Holland MI 07/2021 Present
  • 03/2009 → 07/2021
    Next Financial Group Inc
    Granville, OH
  • 07/2021 → Present
    Holland, MI
Previous Registrations
  • 2009-03-11 → 2021-07-20
    Next Financial Group, Inc.
    Houston, TX
    Columbus, OH
    Belleair, FL
    Rock Hill, NY
  • 2007-09-26 → 2009-03-04
    Advanced Planning Capital Corporation
    E. Setauket, NY
Other Businesses

1) SAFE HARBOR INVESTMENTS INC POSITION: President NATURE: Insurance- Fixed Life & Long Term Care INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 11/24/2009 ADDRESS: 4200 Regent Street, Suite 200, Columbus OH 43219 DESCRIPTION: President of S-Corp. Fixed insurance and long term care. 2) COASTLINE CAPITAL MANAGEMENT POSITION: Owner NATURE: DBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 04/05/2017 ADDRESS: 4200 Regent Street, Suite 200, Columbus OH 43219, United States DESCRIPTION: DBA offering security and investment advisory services. 3) Michael Hodgson; NATURE: INSURANCE; INVESTMENT RELATED: Yes; ADDRESS: 4200 Regent Street, Suite 200, Columbus OH 43219 POSITION: AGENT; NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 11/24/2009 DESCRIPTION: Fixed Insurance, Life Insurance and Fixed Index Annuities.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2015-03-03
S65 Uniform Investment Adviser Law Examination 2007-09-19
  • S63 Uniform Securities Agent State Law Examination
    2015-03-03
  • S65 Uniform Investment Adviser Law Examination
    2007-09-19

View on SEC IAPD

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