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One Towne Square Suite 444, Southfield, MI 48076 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-01-16 |
Branch Locations
One Towne Square Suite 444, Southfield, MI 48076 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Advance Capital | Southfield | MI | 10/2011 | Present |
Name of the other business - CFA Society of Detroit Is investment-related - Yes Address - 525 E. Michigan #409, Saline, MI 48176 Nature of the other business - Our society is an association of local investment professionals. Consisting of portfolio managers, security analysts, investment advisors, and other financial professionals, we promote ethical and professional standards within the investment industry, encourage professional development through the CFA Program and continuing education, facilitate the exchange of information and opinions among people within the local investment community and beyond, and work to further the public's understanding of the CFA designation and investment industry. As one of the CFA Institute 155 member societies, our society connects members to a global network of investment professionals. Position - President Start date of your relationship - 7/1/2020 Approximate number of hours/month you devote to the other business - 10 hours per month Number of hours you devote to the other business during securities trading hours - 0 hours during trading hours Briefly describe your duties relating to the other business - As president I oversee the execution of the strategic mission of the CFA Society of Detroit. My duties include managing our budget, programming, sponsorship and coordination of implementing the strategic mission of the CFA Institute.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2005-08-06 |
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