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5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-06 |
| MI | RA | APPROVED | 2022-06-08 |
Branch Locations
3250 Auburn Rd Ste 102, Auburn Hills, MI 48326 • United States
5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States
Commerce, MI • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Aurburn Hills | MI | 05/2006 | 06/2022 |
| Bank Of America, N.A. | Auburn Hills | MI | 07/2011 | 05/2022 |
| Kestra Investment Services Llc | Auburn Hills | MI | 06/2022 | Present |
| Kestra Private Wealth Services Llc | Auburn Hills | MI | 06/2022 | Present |
Business Name: TEAL CAPITAL INCORPORATED POSITION: Owner NATURE: S Corp INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2022 ADDRESS: 5067 Elkin St, Commerce Township MI 48382 DESCRIPTION: Owner Business Name: POLARIS PRIVATE WEALTH POSITION: Owner NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 05/25/2022ADDRESS: 3250 Auburn Rd, Auburn Hills MI 48326, United States DESCRIPTION: Investment ManagementClient Relationships
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-07-12 |
| S63 | Uniform Securities Agent State Law Examination | 2004-04-01 |
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