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Carly Kaitlin Purcell

Advance Capital Management Inc

Grand Rapids, MI

Southfield, MI

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Current Employers
Advance Capital Management Inc

One Towne Square Suite 444, Southfield, MI 48076 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2024-08-22
  • MI RA
    APPROVED
    Since 2024-08-22

Branch Locations

625 Kenmoor Ave Se Suite 307, Grand Rapids, MI 49546 • United States

One Towne Square Suite 444, Southfield, MI 48076 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Advance Capital Services Grand Rapids MI 12/2011 Present
Advance Capital Management Inc Grand Rapids MI 08/2024 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-08-22
S63 Uniform Securities Agent State Law Examination 2012-05-18
  • S65 Uniform Investment Adviser Law Examination
    2024-08-22
  • S63 Uniform Securities Agent State Law Examination
    2012-05-18
Other Names
  • Carly Kaitlin Benardino
  • Carly Kaitlin Benardino
  • Carly K Benardino

View on SEC IAPD

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