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Nashville, TN • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-10-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Think Financial Strategies, Llc | Iron River | MI | 10/2025 | Present |
| The Miners State Bank | Iron River | MI | 02/2020 | 10/2025 |
| Isaacson Tax & Accounting | Iron River | MI | 01/2025 | 04/2025 |
| Isaacson Tax & Accounting | Iron River | MI | 01/2024 | 05/2024 |
| Isaacson Tax & Accounting | Iron River | MI | 01/2023 | 05/2023 |
| Isaacson Tax & Accounting | Iron River | MI | 01/2022 | 05/2022 |
| University Of Wisconsin- Green Bay | Green Bay | WI | 01/2022 | 05/2025 |
| West Iron County Public Schools | Iron River | MI | 08/2008 | 05/2021 |
| Isaacson Tax & Accounting | Iron River | MI | 05/2020 | 04/2021 |
| Michigan Technological University | Houghton | MI | 08/2021 | 12/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-30 |
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