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6515 Highland Rd Suite 240, Waterford, MI 48327-1668 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2013-09-04 |
Branch Locations
6515 Highland Rd Suite 240, Waterford, MI 48327-1668 • United States
1300 Village Drive #3302, Pittsburgh, PA 15241 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Triad Advisors, Inc. | Norcross | GA | 12/2005 | 03/2017 |
| Cygnet Financial Planning, Inc. (Dba Financial Freedom House) | Waterford | MI | 02/2003 | Present |
1 - MANAGING PARTNER, CAER LLC | 1300 Village Drive, #3302, Pittsburgh, PA 15241 | Investment related | Since 2006 | 20 hours per month, all during trading hours | Fiduciary Adviser to qualified retirement plan trustees and participants \\\\\\\\\\ 2 - MANAGING PARTNER & INSURANCE AGENT, CYGNET STRATEGIES LLC | 1300 Village Drive, #3302, Pittsburgh, PA 15241 | Non investment related | Since 2003 | 2 hours per month, all during trading hours | Appointment with multiple carriers to solicit life, disability, and fixed annuity business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 2000-06-12 |
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