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Courtney Lee Ter Mors

Hantz Financial Services, Inc.

Marquette, MI

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Current Employers
Hantz Financial Services, Inc.

26200 American Drive Fifth Floor, Southfield, MI 48034 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2011-10-27
MI RA APPROVED 2011-02-02
  • OH RA
    APPROVED
    Since 2011-10-27
  • MI RA
    APPROVED
    Since 2011-02-02

Branch Locations

228 West Washington St, Marquette, MI 49855 • 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
Hantz Financial Services, Inc. Southfield MI 01/2004 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-05-19
S63 Uniform Securities Agent State Law Examination 2004-02-10
  • S65 Uniform Investment Adviser Law Examination
    2010-05-19
  • S63 Uniform Securities Agent State Law Examination
    2004-02-10
Other Names
  • Courtney Lee Sinclair

View on SEC IAPD

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KERBERROSE WEALTH MANAGEMENT, LLC · MARQUETTE, MI
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