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1600 Parkdale Road Suite 201, Rochester, MI 48307 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-04-09 |
| TX | RA | APPROVED_RES | 2024-04-03 |
Branch Locations
1600 Parkdale Road Suite 201, Rochester, MI 48307 • 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 |
|---|---|---|---|---|
| Citizens Bank Dba Cco Investment Services | Westland | MI | 05/2014 | 03/2017 |
| Fidelity Brokerage Services Llc | Troy | MI | 04/2017 | 03/2023 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 03/2023 |
| Prudential Financial Planning Services | Troy | MI | 08/2023 | 04/2024 |
| Pruco Securities, Llc | Troy | MI | 08/2023 | 04/2024 |
| Unemployed | Farmington Hills | MI | 03/2023 | 08/2023 |
| Strategic Advisers Llc | Troy | MI | 05/2017 | 07/2018 |
| Citizens Securities, Inc. | Westland | MI | 09/2016 | 03/2017 |
| Citizens Securities, Inc. | Westland | MI | 01/2015 | 03/2017 |
| Cpr Financial Group Llc | Rochester | MI | 04/2024 | Present |
| Cpr Investments Inc. | Rochester | MI | 04/2024 | Present |
| Charterone Bank | Westland | MI | 05/2014 | 03/2017 |
| Ausdal Financial Partners, Inc. | Davenport | IA | 05/2024 | Present |
(1) CPR Financial Group LLC; yes; Rochester, MI; Insurance Services; Insurance Agent; 04/2024; 30/ HRS MO; 30/ HRS MO
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-04-26 |
| S63 | Uniform Securities Agent State Law Examination | 2015-01-14 |
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