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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-07-27 |
Branch Locations
2552 Us Hwy 41 W Ste. 400, Marquette, MI 49855 • United States
Crystal Lake, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors | Auburn Hills | MI | 07/2015 | 07/2026 |
| Agia | Houston | TX | 12/2022 | 07/2026 |
| Lincoln Investment | Fort Washington | PA | 07/2026 | Present |
Storm Property Management LLC Position: Partner, Managing Member, Member, Owner Nature: Commercial Rental Property Investment Related: Yes Hours: 2 Securities Trading Hours: 1 Start Date: 4/2/2026 Address: 2572 US Hwy 41 W Suite C Marquette, MI 49855 Description: Collect rent and pay utilities/bills C&K Property Management, LLC Position: Partner, Managing Member, Owner, Member Nature: Residential Real Estate Investment Related: Yes Hours: 1 Securities Trading Hours: 0 Start Date: 10/1/2019 Address: 150 Plateaux Dr. Negaunee, MI 49866 Description: Collect rent and pay bills Storm Wealth Strategies, LLC Position: Co-Owner, Managing Member, Member Nature: Tax/Accounting Purposes Investment Related: No Hours: 16 Securities Trading Hours: 16 Start Date: 7/24/2026 Address: 2552 US Hwy 41 W Suite 400 Marquette, MI 49855 Description: DBA for Lincoln business. Journaling Lincoln commissions for tax/accounting purposes. CKJ Properties, LLC Position: Partner, Managing Member, Member, Owner Nature: Residential Real Estate Investment Related: Yes Hours: 1 Securities Trading Hours: 0 Start Date: 5/1/2021 Address: 713 Baldwin Ave Negaunee, MI 49966 Description: Collect rent and pay bills. Selling this business by the end of this year. Holds a duplex.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-12-15 |
| S63 | Uniform Securities Agent State Law Examination | 2015-09-16 |
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