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300 Parkland Plaza, Ann Arbor, MI 48103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2005-12-13 |
Branch Locations
300 Parkland Plaza, Ann Arbor, MI 48103 • United States
Jackson, NJ • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
STRATEGIC WEALTH MANAGEMENT; SALE OF VARIOUS INSURANCE PRODUCTS THROUGH VARIOUS INSURANCE COMPANIES. FICTION WRITER, NOVELIST, BOOK SALES. IMPRINT(DBA)FOR SELF-PUBLISHED NOVEL "BLUE CORAL BOOKS. Assist wife with her start-up eBay business reselling clothes and accessories. Duties are to package boxes for shipment. Start date: 6/27/22, approx. 4 hrs/mo, with 50% during mkt hrs. INV REL: N
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-01-10 |
| S63 | Uniform Securities Agent State Law Examination | 1997-12-31 |
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