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New York, NY • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
Fenton, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Troy | MI | 03/2014 | 08/2025 |
| Center For Wealth Plannings Advisors, Inc. | Troy | MI | 03/2015 | 11/2017 |
| Vantage Point Planning, Llc | Troy | MI | 01/2015 | 08/2025 |
| Altar Rock Llc | Fenton | MI | 08/2025 | Present |
1. 03/28/2014 - Renewable Woods LLC - Not Investment related - Business Entity For Tax/Investment Purposes Only - 1% TIME SPENT - President
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-10-27 |
| S63 | Uniform Securities Agent State Law Examination | 2003-09-16 |
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