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134 W State Street Suite 200, Traverse City, MI 49684 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-01-02 |
Branch Locations
134 W State Street Suite 200, Traverse City, MI 49684 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Reseach, Inc. | Northport | MI | 02/2015 | 12/2023 |
| Cambridge Investment Research Advisors, Inc. | Northport | MI | 02/2015 | 12/2023 |
| Spwm Advisors Llc | Northport | MI | 01/2024 | Present |
Name of other business; Stonepath insurance Agency LLC, Investment related; No, Address of other business; 134 W State St , Ste 200, Traverse City, MI. 49684, Nature of other business; Investment and insurance products, Position; Insurance agent, Start date; 11/01/2023, Hours per month: 10 hr/month, Hours during securities trading hours; 0, Duties relating to other business; Meet with prospects and clients to see if they have any insurance needs like Annuity products and or life insurance.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-01-20 |
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