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300 Parkland Plaza, Ann Arbor, MI 48103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2011-01-07 |
| OH | RA | APPROVED | 2007-11-13 |
Branch Locations
300 Parkland Plaza, Ann Arbor, MI 48103 • United States
418 Bounty Way Suite 101, Avon Lake, OH 44012 • 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.
1. DBA - XO FINANCIAL GROUP, LLC, Avon Lake, OH. OFFERS FINANCIAL SERVICES. 2. Mentor Coordinator for local BNI group, True North Networkers. Introduce new members to networking through BNI, their responsibilities and expectations. Start date: 11/1/20, approx. 2 hrs/mo, for a 1 year term. Not investment related. 3. Member - Fundraising Committee for St. Edward High School Athletic Teams, Lakewood, OH. Help with planning fundraising events. Start date: 1/31/22, approx. 1-2 hrs/mo, none during mkt hrs. No access to funds, not investment related. 4. Republican Party Precinct Committee Member - Lorain County, OH. Attend meetings and support candidates by informing precinct constituents of election information. Start date: 1/1/24 for 4 year term. Approx. 2-3 hrs/mo. INV REL: N
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-05-25 |
| S63 | Uniform Securities Agent State Law Examination | 1990-12-28 |
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