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74 E. Long Lake Rd. Suite 200, Bloomfield Hills, MI 48304 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-04-22 |
| MI | RA | APPROVED | 2024-04-22 |
| TX | RA | APPROVED | 2020-11-10 |
Branch Locations
74 E. Long Lake Rd. Suite 200, Bloomfield Hills, MI 48304 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Flipspot Gymnastics And Cheer | Lake Orion | MI | 07/2011 | 08/2023 |
| Wyndgate Country Club | Rochester Hills | MI | 05/2015 | 12/2016 |
| Northern Financial Advisors, Inc. | Bloomfield Hills | MI | 09/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-11-26 |
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