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1600 Parkdale Road Suite 201, Rochester, MI 48307 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-01-01 |
Branch Locations
318 Whitestag Ct., Grandville, MI 49418 • United States
1600 Parkdale Road Suite 201, Rochester, MI 48307 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hbw Securities Llc | Simi Valley | CA | 01/2006 | 06/2017 |
| Hbw Advisory Services Llc | Simi Valley | CA | 01/2010 | 06/2017 |
| Ausdal Financial Partners, Inc | Davenport | IA | 06/2017 | 12/2022 |
| Cpr Investments | Rochester | MI | 06/2017 | Present |
| Cpr Financial Group Llc | Rochester | MI | 06/2017 | Present |
| Hbw Tax Services | Simi Valley | CA | 01/2017 | 12/2018 |
CPR FINANCIAL GROUP, LLC; INVESTMENT RELATED; ROCHESTER, MI; INSURANCE SALES; I DEVOTE APPX 10 HOURS PER MONTH ALL DURING TRADING TO THIS ACTIVITY; SALE OF LIFE AND FIXED ANNUITIES; COMPENSATION IS COMMISSION. KENDRA SIMON; NON INVESTMENT RELATED; GRANDVILLE, MI; TAX PREPARATION; I DEVOTE APPX 10 HOURS PER MONTH TO THIS ACTIVITY ALL DURING TRADING HOURS; PREPARE TAXES FOR CLIENTS. COMPENSATION IS FEE ASSIGNED TO TAX PREPARATION.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-12-14 |
| S63 | Uniform Securities Agent State Law Examination | 2001-02-12 |
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