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8515 East Orchard Rd 4T2, Greenwood Village, CO 80111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2022-01-12 |
Branch Locations
8515 East Orchard Rd 4T2, Greenwood Village, CO 80111 • United States
Saginaw, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Corecap Investments | Southfield | MI | 07/2015 | 01/2021 |
| Mannor Financial Group | Saginaw | MI | 01/2015 | 02/2021 |
| Voya Financial Advisors, Inc. | Saginaw | MI | 02/2021 | 06/2021 |
| Turner Boelher And Associates | Saginaw | MI | 02/2021 | 10/2021 |
| Cetera Advisor Networks Llc | El Segundo | CA | 06/2021 | 10/2021 |
| Gwfs Equities, Inc | Greenwood Village | CO | 01/2022 | Present |
| Advised Assets Groups, Llc | Greenwood Village | CO | 01/2022 | Present |
Underground Railroad Board of Directors. It is NOT investment related. Board member since 2019- approximately 6 hours per month all during non securities trading hours. Corporate office address is 5647 State St Saginaw MI 48603 phone number 989 399 0007. We give direction to the staff on how to manage the business of this private, nonprofit corporation that provides emergency shelter services to victims of domestic violence.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-11-30 |
| S66 | Uniform Combined State Law Examination | 2000-05-11 |
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