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2301 Platt Road Suite 300, Ann Arbor, MI 48104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-20 |
| MI | RA | APPROVED | 2020-06-01 |
Branch Locations
2301 Platt Road Suite 300, Ann Arbor, MI 48104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Retirement Income Solutions, Inc. | Ann Arbor | MI | 04/2020 | 03/2023 |
| Old National Bank | Ann Arbor | MI | 09/2018 | 03/2020 |
| Bailey Telecommunications Llc | Detroit | MI | 12/2017 | 09/2018 |
| Carrabba'S Italian Grill | Canton | MI | 04/2016 | 12/2017 |
| Retirement Income Solutions, Inc. | Ann Arbor | MI | 04/2023 | 10/2025 |
| Retirement Income Solutions, Inc. | Ann Arbor | MI | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-06-01 |
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