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261 S. Main Street, Plymouth, MI 48170 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-11-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gem Asset Management | Plymouth | MI | 01/2024 | Present |
| Michigan State University | East Lansing | MI | 08/2023 | 04/2024 |
| Nextera Energy | Juno Beach | MI | 05/2023 | 08/2023 |
| Michigan State University | East Lansing | MI | 08/2022 | 05/2023 |
| Pet Supplies Plus | Livonia | MI | 05/2022 | 08/2023 |
| Michigan State University | East Lansing | MI | 08/2021 | 05/2022 |
| Michigan State University | East Lansing | MI | 08/2020 | 05/2021 |
| C.J. Barrymore's | Clinton Township | MI | 05/2021 | 08/2021 |
| C.J. Barrymores | Clinton Township | MI | 06/2018 | 01/2020 |
| Unemployed | Clinton Township | MI | 02/2020 | 08/2020 |
| Chippewa Valley Schools | Clinton Township | MI | 09/2014 | 05/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-11 |
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