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515 Ship St. Suite 211, St. Joseph, MI 49085 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2014-08-08 |
Branch Locations
515 Ship St. Suite 211, St. Joseph, MI 49085 • United States
3075 Charlevoix Dr Se, Grand Rapids, MI 49546 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2010-12-22 |
Branch Locations
515 Ship Street Suite 211, St Joseph, MI 49085 • United States
3075 Charlevoix Drive Se, Grand Rapids, MI 49546 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jim Roberts Enterprises | St Joseph | MI | 11/2004 | Present |
| Centennial Securities Co., Llc | Grand Rapids | MI | 01/2005 | Present |
1. Jim Roberts Investment Advisors LLC-515 Ship Street ST. Joseph MI 49085 - Began June, 2019 - President - Nature of business and duties: Investing and consulting services and Financial planning - indefinite term - receiving compensation and I do have a personal investment in the business - 30 hours during business/week. 2.JIM ROBERTS ENTERPRISES - Proprietor - 515 Ship Street ST. Joseph MI 49085 Real Estate Consulting, Not investment related. Consultant - started 12/01/2004, Approx 20 hours per week of which approx. 15 devoted during market hours. Customer relations/real estate consulting including travel. This business is also 50% owner of Lake Company LLC. 3. Lake Company LLC 515 Ship St. Suite 211 St. Joseph, MI 49085. (June 2016) Commercial real estate. Strip mall (3 1/2 acres) 50% owner, property management, member/CFO. 5-10 hours per week sometimes during business hours. Yes, he receives compensation. and has a personal investment in this business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-08-31 |
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