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2701 Cambridge Ct Suite 401, Auburn Hills, MI 48326 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-06-04 |
Branch Locations
2701 Cambridge Ct Suite 401, Auburn Hills, MI 48326 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Grand Blanc | MI | 03/2021 | 01/2022 |
| Holvick & Associates | Fenton | MI | 10/2018 | 02/2021 |
| Corpat Cleaning Company | Highland | MI | 01/1998 | 09/2018 |
| Wealth For You Financial, Llc | Grand Blanc | MI | 06/2023 | 05/2024 |
| Barnett Financial & Tax, Inc. | Grand Blanc | MI | 01/2022 | 06/2023 |
| Barnett Financial & Tax, Inc. | Grand Blanc | MI | 06/2023 | 05/2024 |
| Team Covert, Llc | Auburn Hills | MI | 06/2024 | Present |
| Team Covert Financial & Tax Planning Group, Llc | Auburn Hills | MI | 06/2024 | Present |
TEAM COVERT FINANCIAL & TAX PLANNING GROUP, LLC; INVESTMENT RELATED; CLERICAL/ADMIN; SAME OFFICE LOCATION; START DATE: JUNE 2024; SPENDS APPROX 80 HRS/MTH DURING TRADING; SUPPORT SERVICES. INSURANCE AGENT; INVESTMENT RELATED; SAME OFFICE LOCATION; STATE DATE: JANUARY 2026; SPENDS APPROXIMATE 5-10 HRS/DURING TRADING; SALE OF INSURANCE PRODUCTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-03-01 |
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