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5919 Maple Dale Rd., Jackson, MI 49201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| H. Beck, Inc. | Rockville | MD | 08/2010 | Present |
| Rmg Advisory Services | Jackson | MI | 02/2013 | Present |
INDIVIDUAL INSURANCE PRODUCER POSITION: PRODUCER NATURE: INSURANCE SALES INVESTMENT RELATED: YES NUMBER OF HOURS: 5 INVESTMENT RELATED HOURS: 5 START DATE: 01/01/2010 ADDRESS: 4943 LEDGEROCK ST., JACKSON MI 49201 DESCRIPTION: INDIVIDUAL INSURANCE PRODUCER THE ROBERT MESSNER GROUP, LLC (RMG'S PARENT COMPANY) PROVIDES ENGINEERING AND BUSINESS DEVELOPMENT SERVICES TO CORPORATIONS ON A CONTRACTUAL BASIS. SERVICES ARE OFFERED TO THE PUBLIC AND MAY BE PROVIDED, EITHER DIRECTLY OR INDIRECTLY, TO AN RMG INVESTMENT CLIENT. THE SERVICES ARE PROVIDED UNDER WRITTEN CONTRACT, UPON THE CORPORATION'S REQUEST AND ONLY WHEN AN APPROPRIATE ENGINEERING OR BUSINESS DEVELOPMENT NEED IS DEMONSTRATED. THESE SERVICES ARE SEPARATE AND APART FROM INVESTMENT RELATED SERVICES PROVIDED TO THE CLIENT BY RMG. FULL DISCLOSURE OF POTENTIAL CONFLICTS OF INTEREST IS PROVIDED TO INVESTMENT CLIENTS BY RMG WHEN THE ROBERT MESSNER GROUP, LLC AND RMG SHARE THE SAME CLIENT.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-10-23 |
| S63 | Uniform Securities Agent State Law Examination | 2008-03-21 |
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