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Fuquay-Varina, NC • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-12-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Planvision. Llc | Plymouth | MI | 01/2020 | Present |
| Melnor Graphics, Llc | Toledo | OH | 03/2016 | Present |
| Intuit | Newport | MI | 01/2020 | Present |
| Colonial Fireworks | Toledo | OH | 06/2002 | 12/2017 |
Melnor Graphics, LLC, non-investment related, Toledo Ohio, Controller, 25% of my time is spent on this activity. Intuit, non-investment related, Newport, MI, Remote Tax Expert,75% of my time is pent on this activity
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-05-28 |
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