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134 W State Street Suite 200, Traverse City, MI 49684 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-08-04 |
Branch Locations
134 W State Street Suite 200, Traverse City, MI 49684 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Spwm Advisors Llc | Traverse City | MI | 07/2025 | Present |
| Philip Simmons High School | Charleston | SC | 08/2021 | 06/2025 |
| Unemployed | N/A | XX | 07/2015 | 06/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-02 |
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