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Jeffrey Wilson Ivory

Gainplan LLC

Bloomfield Hills, MI

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Current Employers
Gainplan Llc

800 W. Long Lake Road Suite 100, Bloomfield Hills, MI 48302 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2015-05-05
  • MI RA
    APPROVED
    Since 2015-05-05

Branch Locations

800 W. Long Lake Road Suite 100, Bloomfield Hills, MI 48302 • 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
Gainplan Llc Bloomfield Hills MI 05/2015 Present
Previous Registrations
  • 2008-11-25 → 2015-05-08
    Bingham Farms, MI
    Bingham Farms, MI
    Bingham Farms, MI
Other Businesses

1. 03/27/2006 - NON-VARIABLE INSURANCE / TRADITIONAL FIXED INSURANCE PRODUCTS - LIFE INSURANCE, LONG-TERM CARE INSURANCE, HEALTH INSURANCE, FIXED ANNUITIES. LIFE INSURANCE. / 20% OF TIME SPENT. 2. 11/06/2007 - OTHER-TEACHER/INSTRUCTOR / TEACHING A SERIES OF FINANCIAL CLASSES TO INDIVIDUALS TRANSITIONING FROM THEIR CURRENT EMPLOYER. THIS IS STRICTLY A TEACHING POSITION, THERE WILL BE ABSOLUTELY NO CLIENT SALES OR ACQUISITION DURING THESE CLASSES. / 1% OF TIME SPENT.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-11-21
S63 Uniform Securities Agent State Law Examination 2004-11-12
  • S65 Uniform Investment Adviser Law Examination
    2008-11-21
  • S63 Uniform Securities Agent State Law Examination
    2004-11-12
Designations

View on SEC IAPD

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