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Marquette, MI • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-08-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl | Kimberly | WI | 08/2016 | 07/2020 |
| Usi Consulting Group, Inc. | Glastonbury | CT | 06/2020 | 08/2021 |
| Usi Advisors, Inc. | Glastonbury | CT | 08/2020 | 08/2021 |
| Usi Securities, Inc. | Glastonbury | CT | 01/2021 | 08/2021 |
| Usi | Kimberly | WI | 09/2020 | 08/2021 |
| Specialized Retirement Consultants, Llc | Marquette | MI | 08/2021 | Present |
| Specialized Retirement Consultants, Llc | Marquette | MI | 10/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-12-23 |
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