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300 Parkland Plaza, Ann Arbor, MI 48103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2011-04-01 |
Branch Locations
300 Parkland Plaza, Ann Arbor, MI 48103 • United States
101 Franklin St., Westerly, RI 02891 • United States
No disclosure categories reported as “Yes” on this SEC record.
1. INDEPENDENT INSURANCE AGENT DOING BUSINESS WITH VARIOUS COMPANIES. LIFE, HEALTH AND FIXED INDEX ANNUITIES SALES. 2. DBA - Findeisen Wealth Management Group, LLC. OFFER FINANCIAL SERVICES. 3. Co-trustee, along with father, of two trusts for his cousin for the benefit of his minor children. Start date: 1/31/15, approx. 40 hrs/mo with 20% during mkt. hrs.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-04-28 |
| S63 | Uniform Securities Agent State Law Examination | 2007-12-18 |
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