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15 Halton Green Way, Greenville, SC 29607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-10-21 |
Branch Locations
15 Halton Green Way, Greenville, SC 29607 • United States
Birmingham, AL • 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 |
|---|---|---|---|---|
| Cpr Investments, Inc. | Rochester | MI | 07/2016 | 10/2024 |
| Cpr Financial Group, Llc | Rochester | MI | 07/2016 | 10/2024 |
| John Galt Institute | Rochester | MI | 03/2016 | 12/2019 |
| Tax Solutions Consultations | Sterling Heights | MI | 08/2018 | Present |
| Discipliance Wealth Solutions, Inc. | Greenville | SC | 10/2024 | Present |
INSURANCE AGENT- INVESTMENT RELATED-BIRMINGHAM, MICHIGAN, INSURANCE SALES, AGENT, 2009, DEVOTES NOT MORE THAN 30% OF AGENTS TIME DURING WORKING HRS/MO DURING TRADING HOURS; SALE OF VARIOUS INSURANCE PRODUCTS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-11-16 |
| S63 | Uniform Securities Agent State Law Examination | 1990-08-13 |
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