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2425 E. Grand River Ave. Ste. 1, Lansing, MI 48912 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2020-10-21 |
Branch Locations
2425 E. Grand River Ave. Ste. 1, Lansing, MI 48912 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invest Financial Corp | Tampa | FL | 06/2004 | 12/2016 |
| Lambright Flooring | Charlotte | MI | 01/2017 | 07/2018 |
| Njw Coaching | Charlotte | MI | 01/2017 | 06/2018 |
| Michigan Money Management Advisers, Llc | East Lansing | MI | 07/2018 | 10/2020 |
| Triad Advisors, Llc | Norcross | GA | 08/2018 | 10/2020 |
| Maner Wealth, Llc | Lansing | MI | 10/2020 | Present |
INSURANCE AGENT; INVESTMENT RELATED; INSURANCE SALES; SPENDS LESS THAN 5 HRS/MONTH AND 2.5 HRS/DURING TRADING. HOBBY HOUSE RENTALS & RETREATS; NON-INVESTMENT RELATED; CHARLOTTE, MI; OWNER; SPENDS 0 HOURS PER MONTH; MANAGES PERSONALLY OWNED RENTAL PROPERTIES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-03-02 |
| S63 | Uniform Securities Agent State Law Examination | 2004-06-19 |
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