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11676 Perry Highway Suite 1207, Wexford, PA 15090 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-01-27 |
Branch Locations
8468 M-119 Suite 19 B, Harbor Springs, MI 49740 • United States
11676 Perry Highway Suite 1207, Wexford, PA 15090 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| American Senior Benefits | Traverse City | MI | 03/2011 | Present |
| The Leaders Group, Inc. | Littleton | CO | 05/2011 | 01/2023 |
| Jb Financial Llc | Harbor Springs | MI | 05/2014 | Present |
| Success Wealth Management Llc | Wexford | PA | 01/2023 | Present |
1.) AMERICAN SENIOR BENEFITS - 3/1/2011 - 2062 N US 31 S, Traverse City, MI 49685 - Insurance Agent, insurance sales, insurance business, Not Invt Rel, 160 hrs/mo; 100 hrs/mo (during trading hours). 2.) JB FINANCIAL LLC - 5/1/2014 - 5250 Lacount Rd Harbor Springs, MI 49740 - Sole Member, president/ insurance sales manager, insurance business, Not Invt Rel, 160 hrs/mo; 100 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-10-17 |
| S63 | Uniform Securities Agent State Law Examination | 2008-01-02 |
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