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Detroit, MI • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-17 |
| MI | RA | APPROVED | 2026-06-17 |
| TX | RA | APPROVED_RES | 2026-04-06 |
| MO | RA | APPROVED | 2025-05-02 |
| LA | RA | APPROVED | 2025-01-30 |
Branch Locations
Northville, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mercer Investment Consulting, Llc | St. Louis | MO | 10/2012 | 04/2018 |
| Sunpointe, Llc | St. Louis | MO | 05/2018 | 06/2022 |
| Paragon Investing, Llc | Royal Oak | MI | 02/2021 | Present |
SUNPOINTE LLC; INVESTMENT RELATED; ST. LOUIS, MO; COMMITTEE MEMBER; 2022; APPROX 10 HRS/MO DURING TRADING HOURS; SIT ON INVESTMENT COMMITTEE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-04-27 |
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