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6515 Highland Rd Suite 240, Waterford, MI 48327-1668 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-01-01 |
Branch Locations
6515 Highland Rd Suite 240, Waterford, MI 48327-1668 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Triad Advisors | Norcross | GA | 06/2012 | 10/2016 |
| Cygnet Financial Planning, Inc. (Dba Financial Freedom House) | Waterford | MI | 12/2012 | Present |
1 - INSURANCE AGENT, CYGNET FINANCIAL PLANNING, INC. | 4139 W. Walton Blvd, Ste D, Waterford, MI | Not investment related | Start 2012 | <10 hours per month, all during trading hours | Appointment with multiple carriers to solicit life, disability, and fixed annuity business
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-12-11 |
| S63 | Uniform Securities Agent State Law Examination | 2012-08-14 |
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