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1625 N Opdyke Rd, Auburn Hills, MI 48326 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-11-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Retirement Resources, Llc | Auburn Hills | MI | 12/2009 | Present |
| Global Financial Private Capital, Llc | Sarasota | FL | 03/2010 | Present |
REGISTRANT IS ALSO A LICENSED INSURANCE AGENT. WHILE THE TIME SPENT ON THIS ACTIVITY MAY VARY THROUGHOUT THE YEAR IT WILL GENERALLY ACCOUNT FOR APPROXMIATELY 20% OF REGISTRANT'S TIME.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-04-09 |
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