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Current Employers
Richmark Private Wealth Management

516 South Main Street Suite C, Frankenmuth, MI 48734 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-03-03
  • MI RA
    APPROVED
    Since 2025-03-03

Branch Locations

516 South Main Street Suite C, Frankenmuth, MI 48734 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Richmark Private Wealth Management Frankenmuth MI 03/2025 Present
Unemployed Frankenmuth MI 07/2014 09/2019
Fedex Ground Saginaw MI 09/2019 07/2021
Fedex Saginaw MI 07/2021 01/2022
University Of Michigan Ann Arbor MI 01/2022 06/2023
Q3 Asset Management Birmingham MI 06/2023 08/2023
University Lutheran Chapel Ann Arbor MI 08/2023 05/2024
Unemployed Saginaw MI 05/2024 09/2024
Smile America Farmington Hills MI 09/2024 01/2025
  • 03/2025 → Present
    Frankenmuth, MI
  • 07/2014 → 09/2019
    Unemployed
    Frankenmuth, MI
  • 09/2019 → 07/2021
    Fedex Ground
    Saginaw, MI
  • 07/2021 → 01/2022
    Fedex
    Saginaw, MI
  • 01/2022 → 06/2023
    University Of Michigan
    Ann Arbor, MI
  • 06/2023 → 08/2023
    Q3 Asset Management
    Birmingham, MI
  • 08/2023 → 05/2024
    University Lutheran Chapel
    Ann Arbor, MI
  • 05/2024 → 09/2024
    Unemployed
    Saginaw, MI
  • 09/2024 → 01/2025
    Smile America
    Farmington Hills, MI
Other Businesses

LICENSED INSURANCE AGENT; INVESTMENT RELATED; MI; INDEPENDANT INSURANCE AGENT; 8 HRS/MO; SALES OF INSURANCE PRODUCTS

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-02-24
  • S65 Uniform Investment Adviser Law Examination
    2025-02-24

View on SEC IAPD

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