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8305 S. Saginaw Street Suite 2, Grand Blanc, MI 48439 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2014-07-10 |
Branch Locations
8305 S. Saginaw Street Suite 2, Grand Blanc, MI 48439 • United States
405 S. Leroy St., Fenton, MI 48430 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany | NY | 05/2014 | 11/2018 |
| Acorn Wealth Advisors, Llc | Grand Blanc | MI | 05/2014 | Present |
| Ark Tax Service | Fenton | MI | 09/2015 | Present |
1. MORGAN & MORGAN PROPERTY MANAGEMENT, LLC, 15102 PINEWOOD TRL, LINDEN, MI 48451. NOT INVESTMENT RELATED, 4/2015-PRESENT, 5 HRS/MONTH DURING TRADING. LEASE, BUY, AND SELL RESIDENTIAL AND COMMERCIAL REAL ESTATE. 2. ARK TAX SERVICE. NOT INVESTMENT RELATED. 405 S LEROY ST, FENTON, MI 48430. ARK TAX SERVICE. OWNER. 10/2016. 15 HRS/MO; ALL DURING TRADING HOURS. TAX PREPARATION AND BOOKKEEPING. ENROLLED AGENT SINCE 10/31/2017. FEDERALLY AUTHORIZED TAX PRACTITIONER, NON-INVESTMENT RELATED. 3. LIFE INSURANCE AGENT - ASH BROKERAGE
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-05-27 |
| S63 | Uniform Securities Agent State Law Examination | 2007-10-17 |
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