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Northville, MI • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2010-03-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pureretire Llc | Northville | MI | 09/2005 | Present |
| Glide Path Financial Advisors, Llc | Northville | MI | 09/2008 | 01/2022 |
| Wealthstrategies Insurance Services, Llc | Northville | MI | 01/2013 | Present |
BUSINESS NAME: PURERETIRE LLC INVESTMENT-RELATED: YES ADDRESS: 745 NOVI ST, NORTHVILLE, MI 48167 NATURE: A REGISTERED INVESTMENT ADVISORY FIRM POSITION/TITLE: MANAGING PARTNER STATE DATE: 09/2005 WORKING HOURS/MONTH: 80 HOURS WORKING HOURS/MONTH DURING TRADING HOURS: 80 HOURS DUTIES: I AM THE PORTFOLIO MANAGER AND HANDLE THE MAJORITY OF THE INVESTMENT DECISIONS FOR THE FIRM'S CLIENTS AS WELL AS THE FINANCIAL PLANNING FOR THE CLIENTS. BUSINESS NAME: WEALTHSTRATEGIES INSURANCE SERVICES, LLC INVESTMENT-RELATED: NO ADDRESS: 745 NOVI ST, NORTHVILLE, MI 48167 NATURE: A LICENSED INSURANCE AGENCY POSITION/TITLE: MANAGING MEMBER AND INSURANCE AGENT STATE DATE: 01/2013 WORKING HOURS/MONTH: 10 HOURS WORKING HOURS/MONTH DURING TRADING HOURS: 10 HOURS DUTIES: I AM THE MANAGING MEMBER AND INSURANCE AGENT OFFERING MAINLY ANNUITIES AND LIFE INSURANCE TO INDIVIDUALS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-03-04 |
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