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27777 Franklin Road Suite 700, Southfield, MI 48034 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-07-15 |
| MA | RA | APPROVED | 2026-05-19 |
| MS | RA | APPROVED | 2026-02-02 |
| SC | RA | APPROVED | 2025-12-03 |
| IL | RA | APPROVED | 2025-11-12 |
| WI | RA | APPROVED | 2025-07-01 |
| FL | RA | APPROVED | 2024-12-17 |
| MI | RA | APPROVED | 2022-01-18 |
Branch Locations
27777 Franklin Road Suite 700, Southfield, MI 48034 • United States
319 Northbound Gratiot, Mt. Clemens, MI 48034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Simasko Law | Mt. Clemens | MI | 01/2015 | Present |
| Simasko Financial | Mt. Clemens | MI | 01/2015 | Present |
*Simasko Law / Simasko Financial; Administrative Assistant; Approx. 40-50 hours per month; Approx. 36 hours per month during trading hours; Assist in estate planning signings, appointments, and seminars; Assist in applications for life insurance and annuity sales.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-12-18 |
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