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39555 Orchard Hill Place Suite 100, Novi, MI 48375 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-06-25 |
| MI | RA | APPROVED | 2018-03-14 |
Branch Locations
39555 Orchard Hill Place Suite 100, Novi, MI 48375 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors Corporation | Southfield | MI | 09/2015 | 12/2017 |
| Lincoln Financial Advisors Corporation | Southfield | MI | 04/2015 | 12/2017 |
| Richard W. Paul & Associates, Llc | Novi | MI | 03/2018 | Present |
| Midwest Financial Consultants, Inc. | Novi | MI | 12/2017 | Present |
| Gf Investment Services, Llc | Sarasota | FL | 05/2018 | 04/2019 |
| J.W. Cole Financial, Inc. | Tampa | FL | 04/2018 | Present |
1.) Midwest Financial Consultants, Inc., 39555 Orchard Hill Place, Ste 100 Novi MI 48375 Category: Insurance Investment-Related: Yes Title: Agent Duties: offers, fixed/indexed annuities, long-term care insurance and traditional life insurance products Start Date: 12/2017 Hours per month: 20 Hours per month during trading hours: 20 2.) Richard W. Paul & Associates, LLC, Investment Advisor - Investment Adviser Representative - Start date 3/2018 - Investment-Related - Spend 35 hours per week.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-08-28 |
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