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134 W State Street Suite 200, Traverse City, MI 49684 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2024-04-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Christian County Sheriff Office | Hopkinsville | KY | 08/2019 | 03/2026 |
| Bee Dog Services Llc | Cadiz | KY | 08/2018 | 08/2019 |
| City Of Hopkinsville | Hopkinsville | KY | 11/1998 | 08/2018 |
| Packerland Brokerage Services | Appleton | WI | 05/2021 | 04/2024 |
| Stonepath Wealth Management | Cadiz | KY | 04/2024 | Present |
1) SPWM INSURANCE AGENCY LLC; NON INVESTMENT-RELATED; 57 EL CAMINO REAL DR., CADIZ, KY, 42211; INDEPENDENT INSURANCE AGENT, 4/2024, 15 HOURS PER MONTH
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-01-13 |
| S63 | Uniform Securities Agent State Law Examination | 2021-04-27 |
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