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5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2022-06-08 |
Branch Locations
3400 Auburn Rd Ste 200, Auburn Hills, MI 48326 • United States
5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States
Burton, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Chase Bank Na | Burton | MI | 02/2008 | 05/2021 |
| J.P. Morgan Securities Llc | Flint | MI | 10/2012 | 05/2021 |
| Paparazzi Accessorites | Filnt | MI | 03/2016 | 10/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Auburn Hills | MI | 05/2021 | 06/2022 |
| Kestra Investment Services Llc | Auburn Hills | MI | 06/2022 | Present |
| Kestra Private Wealth Services Llc | Auburn Hills | MI | 06/2022 | Present |
MELISSA M. HINTZ NOTARY POSITION: Notary Public NATURE: Notary INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/14/2008 ADDRESS: 3250 Auburn Rd, Auburn Hills MI 48326, United States DESCRIPTION: May perform Notary services for clients POLARIS PRIVATE WEALTH POSITION: Registered Senior Client Associate NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 128 START DATE: 06/01/2022 ADDRESS: 3250 Auburn Rd, Auburn Hills MI 48326, United States DESCRIPTION: operations and administration, assistant to advisors
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-25 |
| S63 | Uniform Securities Agent State Law Examination | 2008-03-19 |
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