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Ortonville, MI • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-12-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Garrett Investment Advisors, Llc | Clarkston | MI | 08/2015 | 08/2019 |
| Kastler Consulting Group, | Ortonville | MI | 08/2019 | 07/2022 |
| J Wilson Wealth Management, Llc | Swartz Creek | MI | 04/2020 | 01/2021 |
| Cwm, Llc | Omaha | NE | 07/2022 | 04/2023 |
| Equanimity Wealth Management | Okemos | MI | 06/2022 | 04/2023 |
| Pruco Securities Llc | Troy | MI | 04/2023 | Present |
| The Prudential Insurance Company Of America | Troy | MI | 08/2023 | Present |
NOTRE DAME PREPARATORY SCHOOL POSITION: Member, Alumni Board NATURE: Non-Profit and Charitable Organization INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2017 ADDRESS: 1300 Giddings Rd, Pontiac MI 48340, United States DESCRIPTION: Assist with alumni activities such as annual homecoming football games
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-07-17 |
| S65 | Uniform Investment Adviser Law Examination | 2015-08-14 |
| S65 | Uniform Investment Adviser Law Examination | 2015-08-14 |
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