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2443 Warrenville Road Suite 630, Lisle, IL 60532 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-09-18 |
Branch Locations
31731 Northwestern Highway Suite 105, Farmington Hills, MI 48334 • United States
2443 Warrenville Road Suite 630, Lisle, IL 60532 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vantage Point Financial | Lisle | IL | 10/2024 | Present |
| Inlay Digital | Walled Lake | MI | 04/2019 | 06/2024 |
| Urge Juice | Berkley | MI | 08/2013 | 08/2022 |
| Unemployed | Walled Lake | MI | 07/2024 | 09/2024 |
1) Steady Wing, LLC dba Modern Eagle Golf; 4088 Haggerty Road, Commerce Township, MI 48390; Modern Eagle is a 24/7 members only private golf simulator club; Operations Manager; Owner of the single member LLC; Not investment related; Started 12/2024; 20 hours/month; Duties include operations, marketing and growing the membership base 2) Independent Insurance agent; Investment Related; Sole Proprietor; Start Date 9/2024; 520 Leon Rd, Walled Lake, MI 48390; Insurance Agency/Agent; 5 hours per month; 5 hours during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-09-17 |
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