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445 Hutchinson Avenue Suite 800, Columbus, OH 43235 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-10-25 |
| MI | RA | APPROVED | 2023-09-06 |
Branch Locations
13300 S. West Bayshore Drive, Suite B-1, Traverse City, MI 49684 • 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 |
|---|---|---|---|---|
| Cetera Investment Services Llc | St. Cloud | MN | 07/2015 | 05/2018 |
| Cetera Investment Advisers Llc | Traverse City | MI | 07/2015 | 05/2018 |
| Chemical Bank | Traverse City | MI | 07/2015 | 05/2018 |
| Cambridge Investment Research, Inc | Fairfield | IA | 05/2018 | 08/2023 |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 05/2018 | 08/2023 |
| Osaic Wealth, Inc. | Traverse City | MI | 08/2023 | Present |
| Signature Equity Partners, Llc | Traverse City | MI | 09/2023 | Present |
1.PROFESSIONAL POKER PLAYER, 3850 BURLINGTON DR, WILLIAMSBURG, MI, 12/2017. NIR - 100/YR - 0/TRADING. 2. SIGNATURE EQUITY PARTNERS, LLC- INDEPENDENT RIA POSITION: Independent Advisor Representative NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 100 START DATE: 09/06/2023 ADDRESS: 13300 S West Bayshore Dr Unit B1, Traverse City MI 49684, United States DESCRIPTION: Sales/marketing of investment advisory products 3. HARBOR WEALTH CONSULTANTS, 13300 SW BAYHORE DR STE B-1, TRAVERSE CITY, MI, 05/2018. INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL-10/MO-10/TRADING. 4. HARBOR WEALTH CONSULTANTS - INSURANCE BROKER POSITION: Agent NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 08/31/2023 ADDRESS: 13300 S West Bayshore Dr Unit B1, Traverse City MI 49684, United States DESCRIPTION: Sales/marketing of fixed annuities and non-variable insurance 5. PROFESSIONAL POKER PLAYER POSITION: poker player NATURE: 1099 INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 2 START DATE: 12/15/2017 ADDRESS: 3850 burlington dr, WILLIAMSBURG MI 49690, United States DESCRIPTION: play in variety of poker tournaments throughout the year?
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-11-26 |
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