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27777 Franklin Road Suite 700, Southfield, MI 48034 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-03-09 |
| IN | RA | APPROVED | 2019-07-08 |
| MI | RA | APPROVED | 2017-02-14 |
Branch Locations
27777 Franklin Road Suite 700, Southfield, MI 48034 • United States
Williamston, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Joseph & Joseph | Williamston | MI | 09/2010 | Present |
Applicant is a principal of an accounting firm and a partner in a law firm, real estate firm, gym and a bakery. No conflict of interest is anticipated because of the overlapping clientele.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-02-10 |
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