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26200 American Drive Fifth Floor, Southfield, MI 48034 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-02-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hantz Tax And Business | Ann Arbor | MI | 05/2024 | Present |
| Leverage Tax Services | Chelsea | MI | 01/2015 | Present |
| Intuit Inc | Remote | MI | 01/2024 | 04/2024 |
1) Leverage Tax Services and Consulting, LLC; Non-investment related; PO Box 143, 300 N. Main St. #200, Chelsea, MI 48118; Tax-related services; Began January 2015; Owner and Tax Professional; Approximately 10 hours per month devoted to this business; 0 hours devoted to this business during securities trading hours; Duties include providing professional tax services. 2) Gosnick Legal, PLLC; Non-investment related; PO Box 143, 300 N. Main St. #200, Chelsea, MI 48118; Legal Services; Attorney; Began September 2012; Owner and Attorney; Approximately 10 hours per month devoted to this business; 0 hours devoted to this business during securities trading hours; No active duties or responsibilities at this time.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-01-21 |
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