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4086 Legacy Parkway, Lansing, MI 48911-4261 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-01-10 |
Branch Locations
4086 Legacy Parkway, Lansing, MI 48911-4261 • United States
1249 Griswold St. Suite 201, Detroit, MI 48226 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mercer Global Advisors Inc. | Livonia | MI | 07/2018 | 02/2019 |
| Greeenpath Financial Wellness | Farmington Hills | MI | 11/2016 | 07/2018 |
| Unemployed | Belleville | MI | 07/2016 | 10/2016 |
| Lumin Financial, Llc | Southfield | MI | 02/2019 | 12/2021 |
| Cig Capital Advisors | Southfield | MI | 12/2021 | 09/2022 |
| Sgh Wealth Management | Lathrup Village | MI | 09/2022 | 10/2022 |
| Unemployed | Harrison Township | MI | 10/2022 | 12/2022 |
| Rehmann | Detroit | MI | 01/2023 | Present |
1. MOUNTAINTOP INTERNATIONAL WORD MINISTRY; INVESTMENT RELATED: NO; ADDRESS: 24061 COOLIDGE HWY, OAKPARK, MI 48237; NATURE: NONPROFIT; TITLE; BOARD OF TRUSTEE MEMBER; START DATE: JUNE 2022; HRS PER MONTH: 4; SECURITIES HRS PER MONTH: 0; DUTIES: VOLUNTEER ASSISTING CHURCH WITH FINANCIAL DECISION MAKING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-09-24 |
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