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200 East 7Th Street, Auburn, IN 46706 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2018-03-30 |
| TX | RA | APPROVED | 2018-03-30 |
Branch Locations
8075 Creekside Drive Suite 140, Portage, MI 49024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Portage | MI | 10/2009 | 09/2020 |
| Oak Point Financial Group, Inc. | Portage | MI | 10/2010 | 09/2017 |
| Oak Point Wealth Management, Llc | Portage | MI | 06/2017 | 08/2018 |
| Cx Institutional, Llc | Portage | MI | 03/2018 | Present |
1. 12/30/2011: 721 Asset Management, LLC - Real Estate Rental - INV REL - At Reported Business Location(s) - I am a managing member of this LLC. We own an office building and lease it to our financial planning practice, Oak Point Financial Group. - 1% Time Spent. 2. 12/6/2018 - Vest Pro - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 10/01/2018 - 1 Hour Per Month During Securities Trading. 3. 12/6/2018 - Hefty Wealth Partners/Oak Point/Vest Pro - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 04/01/2018 - 1 Hour Per Month During Securities Trading. 4. Name of other business: Mustang Commercial Realty, LLC Is business investment related: Yes Address of other business: Otsego, Michigan 49078 Nature of other business: Real estate investing His position: Owner/ LLC Member Title and relationship: Owner/ LLC Member Start Date: 03.06.2026 Appx. Number of hours per month: 5 Hours during trading hours: 0 Duties: Ownership and management of real estate investment company.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-10-01 |
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