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26200 American Drive Fifth Floor, Southfield, MI 48034 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-06-09 |
Branch Locations
2185 E. Pickard Suite A, Mt. Pleasant, MI 48858 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dow Diamond | Midland | MI | 05/2017 | 09/2018 |
| State Lanes | Saginaw | MI | 10/2018 | 05/2019 |
| Mcdonalds | Freeland | MI | 06/2019 | 04/2021 |
| Apple Mountain | Freeland | MI | 05/2019 | 09/2021 |
| Delta College | University Center | MI | 09/2017 | 04/2020 |
| Northwood University | Midland | MI | 09/2020 | 04/2021 |
| Hantz Financial Services | Southfield | MI | 09/2020 | Present |
| Heritage High School | Saginaw | MI | 05/2014 | 06/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-09 |
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