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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-03-07 |
| MI | RA | APPROVED | 2016-06-29 |
Branch Locations
28555 Orchard Lake Road, Suite 100, Farmington Hills, MI 48334 • United States
1108 Bridge Street Unit B, Charlevoix, MI 49720 • 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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Plus Financial | Troy | MI | 05/2015 | Present |
| Ralph C. Wilson Agency, Inc. | Southfield | MI | 05/2015 | Present |
| Crump/Time | Waxhaw | NC | 10/2015 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 06/2016 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 06/2016 | Present |
1) CIRA, 1776 PLEASANT PLAIN RD FAIRFIELD IA, 06/2016, AS ADVISORY REP OF A RIA. INV REL, 25 HR/WK 7/TRADING 2) RETIREMENT & WEALTH STRATEGIES (RWS FINANCIAL GROUP), 28555 ORCHARD LAKE RD SUITE 100 FARMINGTON HILLS MI, 06/2019, IAR, DBA, INV REL, 150 HR/MO 130 HR/MO TRADING 3) HR PI NETWORKING GROUP, FARMINGTON HILLS MI, 10/2018, MEMBER, NETWORKING GROUP, NIR, 5 HR/MO 5 HR/MO TRADING 4) 3D ADVISORS INC., 52188 Van Dyke Ave, Suite 200, Shelby twp. MI 48316, United States, 11/12/2024, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INV REL, 5/MO - 5/Trading 5) SANO, 28555 Orchard Lake Rd., Suite 100, Farmington Hills MI 48334, 07/2026, Investment Advisor Representative, DBA Name, INV REL, 160 HR/MO, 120 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-04-01 |
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