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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2022-12-15 |
| TX | RA | APPROVED | 2022-12-15 |
Branch Locations
2373 Oak Valley Drive Suite 110, Ann Arbor, MI 48103 • United States
1200 17Th Street Suite 2000, Denver, CO 80202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vintage Financial Services | Ann Arbor | MI | 05/2019 | 11/2022 |
| Beth Shutko's State Farm | Ira | MI | 05/2018 | 08/2018 |
| Dick's Sporting Goods | Chesterfield | MI | 08/2016 | 08/2017 |
| Central Michigan University | Mount Pleasant | MI | 09/2016 | 05/2019 |
| Mercer Global Advisors Inc. | Ann Arbor | MI | 12/2022 | Present |
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