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148 E Grand River Ave., Williamston, MI 48895 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-06-24 |
Branch Locations
3059 Tri Park Drive, Grand Blanc, MI 48439 • United States
148 E Grand River Ave., Williamston, MI 48895 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Various Insurance Carriers` | Flint | MI | 06/2004 | Present |
| Wells Fargo Advisors Llc | Flint | MI | 12/2012 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Flint | MI | 11/2016 | 05/2019 |
| Securities America, Inc. | Grand Blanc | MI | 05/2019 | 12/2022 |
| Securities America Advisors | Grand Blanc | MI | 05/2019 | 12/2022 |
| The Patriot Financial Group, Llc | Grand Blank | MI | 03/2021 | Present |
| Sterlng Endeavor Weatlh Management | Grand Blank | MI | 01/2021 | Present |
| Cetera Financial Specialists Llc | Schaumburg | IL | 12/2022 | 12/2025 |
1) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FIXED INSURANCE, START DATE: 04/2023, APX NUMBER OF HOURS PER WEEK: VARIES, APX NUMBER OF HOURS DURING TRADING HOURS: VARIES, POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT, BRIEF DESCRIPTION OF DUTIES: TERM LIFE;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-12-01 |
| S63 | Uniform Securities Agent State Law Examination | 2004-06-14 |
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