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Oak Park, MI • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-08-14 |
| NJ | RA | APPROVED | 2021-01-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Beth Medrash Govoha | Lakewood | NJ | 08/2010 | 09/2021 |
| Efficient Planning Solutions Llc | Oak Park | MI | 01/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-01-23 |
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