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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2020-06-24 |
| TX | RA | APPROVED_RES | 2019-09-25 |
| MI | RA | APPROVED | 2019-06-19 |
Branch Locations
10194 Crosspoint Boulevard Suite # 100, Indianapolis, IN 46256 • United States
33533 W Twleve Mile Rd Suite 310, Farmington Hills, MI 48331 • United States
Noblesville, IN • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self Employed | Indianapolis | IN | 06/2012 | Present |
| Foresters Financial Services | Detroit | MI | 06/2013 | 05/2019 |
| Foresters Advisory Services | Southfield | MI | 11/2014 | 05/2019 |
| Cetera Investment Services Llc | Farmington Hills | MI | 05/2019 | Present |
| Cetera Investment Advisers Llc | Indianapolis | IN | 06/2019 | Present |
1) RENTAL PROPERTY 2) H7 NETWORK, LEAD A BUSINESS NETWORKING EVENT, 3/HRS/WEEK 3) THREE OAKS FINANCIAL PLANNING LLC, DBA FOR CETERA BUSINESS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-11-03 |
| S63 | Uniform Securities Agent State Law Examination | 2004-11-23 |
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