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Current Employers
Clarkston Capital Partners, Llc

303 East Third St Suite 110, Rochester, MI 48307 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2013-06-05
  • MI RA
    APPROVED
    Since 2013-06-05

Branch Locations

303 East Third St Suite 110, Rochester, MI 48307 • 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
Clarkston Capital Partners, Llc Rochester MI 01/2009 03/2024
Alps Distributors, Inc Denver CO 08/2015 Present
Clarkston Capital Partners, Llc. Rochester MI 03/2024 Present
Other Businesses

Clarkston Capital Partners, LLC; Investment-Related; 303 E Third Street, Suite 110 Rochester, MI, USA, 48307; RIA; Sr. Investment Counselor; 01/05/2009; 160 Hrs/Mon; 130 Hrs/Mon during Trading Hours; Investment Adviser, Investment Counseling, Portfolio Management and Allocation.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2015-12-15
S65 Uniform Investment Adviser Law Examination 2013-05-23
  • S63 Uniform Securities Agent State Law Examination
    2015-12-15
  • S65 Uniform Investment Adviser Law Examination
    2013-05-23
Designations
Other Names
  • Cheryl Ann Hord
  • Cheryl Kassab

View on SEC IAPD

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