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6020 East Fulton Street, Ada, MI 49301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-07-29 |
| MN | RA | APPROVED | 2026-01-13 |
| SC | RA | APPROVED | 2025-11-07 |
| FL | RA | APPROVED | 2025-05-12 |
| VA | RA | APPROVED | 2025-03-10 |
| IL | RA | APPROVED | 2024-03-18 |
| MI | RA | APPROVED | 2022-07-13 |
Branch Locations
6020 East Fulton, Ada, MI 49301 • USA
728 Pleasant St. #4, St Joseph, MI 49085 • United States
206 Court St. Ste A, Saint Joseph, MI 49085 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Josta Pizza Guy | Saint Joseph | MI | 08/1989 | 01/2019 |
| Nutri-Zone | Stevensville | MI | 02/2019 | 02/2020 |
| Wolf Advisory Services | Saint Joseph | MI | 08/2019 | Present |
1) Wolf Financial Advisory - 728 Pleasant St, St. Joseph, MI 49085, 206 Court St Saint Joseph, MI 49085. Start Date 01/19/2023. Financial Advisor & Tax Preparation. Prepare tax returns for clients during tax season. Administration task, new account preparation & holding client tax and strategizing meetings. Not Investment Related. 15 hours per month devoted to business. 15 hours per month devoted during securities trading hours. 2) Wolf Financial Advisory - 728 Pleasant St, St. Joseph, MI 49085, 206 Court St Saint Joseph, MI 49085. Start date 01/19/2023. Insurance Agent. Assist in the sale of health and life insurance products, including fixed annuities to clients. Investment Related. 30 hours per month devoted to business. 30 hours per month devoted during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-13 |
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