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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-09-05 |
| TX | RA | APPROVED_RES | 2025-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sigma Financial Corporaiton | Ann Arbor | MI | 10/2015 | 01/2020 |
| Spc | Ann Arbor | MI | 03/2017 | 01/2020 |
| Gbu Financial Life | Livonia | MI | 02/2019 | Present |
| Avantax Advisory Services | Livonia | MN | 01/2020 | 09/2025 |
| Avantax Insurance Agency, Llc | Livonia | MI | 01/2020 | 09/2025 |
| Avantax Investment Services, Inc. | Livonia | MI | 01/2020 | 09/2025 |
| Mip Advisors, Llc | Livonia | MI | 05/2023 | Present |
| Cetera Wealth Services, Llc | Livonia | MI | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) GBU Financial Life~'NIR'~17310 Farmington Rd. Livonia, MI 48152~Livonia~MI~48152~Insurance Agent~Agent~2/1/2019~10hrs~10hrs~I will continue to sell new fixed annuities and non-securities related life insurance, monitor client relationships, and continue to service existing contracts. The majority of my time will be spent on fixed annuities, which I anticipate being less than 20% of my yearly revenue, as the majority of my business with be through 2) CENTER FOR TAX PLANNING POSITION: Owner/Partner NATURE: will coordinate tax services for clients, and my specific role is to help clients intake and coordination of tax service INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/17/2024 ADDRESS: 17310 Farmington Rd, Livonia, MI 48152, United States DESCRIPTION: We will coordinate tax services for clients, and my specific role is to help with client intake and coordination of tax services. I will not prepare any returns myself, and I am solely helping to coordinate the tax arm of our practice. 3) MIP Advisors, LLC; Co-Owner; Entity for Health care and payroll expenses. Not revenue generating or used for any other purpose.; NIR; 0; 05/01/2023; 17310 Farmington Rd Livonia MI 48152; The only duties included capital contributions to the account to cover said payroll expenses. 4) NAME OF OTHER BUSINESS: Making Investing Personal INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 11/03/2017, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL (or OWNER/PARTNER), APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-30 |
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