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575 D'ONofrio Drive Suite 300, Madison, WI 53719 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2016-04-28 |
Branch Locations
7608 Dixie Highway Suite 100, Clarkston, MI 48346 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Woloson Financial Management | Clarkston | MI | 09/2013 | Present |
| Harbour Investments | Madison | WI | 09/2013 | Present |
1) Woloson Financial Management – DBA 2) Robert Reiman Family Trusts | 4001 Tamiami Trail North, Naples, FL 34103 | Co-Trustee | Description: Monitor distributions to beneficiaries and facilitate communications between the custodian and the beneficiaries | Beginning 2/2012 | 2 hours per month, 0 during trading hours | Paid position | Not investment related 3) Portugal Dual Citizenship Program | Rua Oliveira Monteiro, No. 289, 4050-443 Porto, Portugal | Investor/participant | Description: Invested in a hotel rehabilitation project that facilitates my application for dual citizenship in Portugal | Beginning 11/2022 | 0 hours per month, 0 during trading hours | Unpaid | Investment related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-04-23 |
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