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1301 W. Long Lake Rd., Suite 115, Troy, MI 48098 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2024-10-28 |
| MI | RA | APPROVED | 2019-05-22 |
| TX | RA | APPROVED | 2019-05-22 |
Branch Locations
1301 W. Long Lake Rd., Suite 115, Troy, MI 48098 • United States
Narragansett, RI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Plante Moran Financial Advisors | Southfield | MI | 08/2014 | 07/2018 |
| William Mack & Associates, Inc. | Troy | MI | 04/2019 | Present |
| Spurlock Farms Too | Stratford | TX | 08/2018 | 04/2019 |
Triple S Supply LLC, non-investment related, 7555 Highway 119 Sunray, TX 79086. Welding Supply Company, 25% owner as of December 2012. 1-5 hours devoted to business during non trading hours only. Duties include secretary for annual & board meetings. Jennie Spurlock Farms, non investment related, PO Box 840 Stratford, TX 79084. Agriculture production, 100% owner as of Feb 2008. 16-20 hours during non trading hours only. Duties include making finance, marketing & production decisions. N&M Spurlock LP, non-investment related, 12971 County Rd 17, Stratford, TX 79084. Agriculture production, 8.75% owner as of Sept 1999. 6-10 hours during non trading hours only. Duties include minority ownership and bookkeeping. Early Settlers Farm LLC, non investment related, PO Box 840 Stratford, TX 79084. Custom cattle feeding & hay production, 33% owner as of Feb 2016. 1-5 hours during non trading hours only. Secretary for annual & board meetings. - Spurlock Generations LLC, non investment related. PO Box 7 Stratford, TX 79084. Facilitates cotton harvest and process of ginning the cotton, 9.44% ownership as of April 2018. 1-5 hours per month during non trading hours. Secretary for annual & board meetings.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-06-29 |
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