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10238 E Cherry Bend Rd, Traverse City, MI 49684 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2021-04-30 |
Branch Locations
10238 E Cherry Bend Rd, Traverse City, MI 49684 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors | Traverse | MI | 03/2016 | 04/2021 |
| Blueprint Partners, Llc | Traverse City | MI | 04/2021 | Present |
| Sh Legacy, Llc | Traverse City | MI | 04/2021 | Present |
Agent; SH Legacy, LLC; Investment Related: Yes; Location: 440 W Front St, Suite 1, Traverse City, MI 49684; Description of the business: life insurance sales; Responsibilities Duties: selling life insurance products to clients; Start date with business: 2021-04-06; Hours devoted to business during trading hours: 5
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-08-01 |
| S63 | Uniform Securities Agent State Law Examination | 2013-09-24 |
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