Best Investors Account Sign in
Inactive

Judy Ilene Goldis

Vima, LLC

Troy, MI

Troy, MI

Claim This Profile
Current Employers
Vima, Llc

46 East Square Lake Rd., Troy, MI 48085 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2024-09-09
  • MI RA
    APPROVED
    Since 2024-09-09

Branch Locations

46 East Square Lake Rd., Troy, MI 48085 • United States

200 E. Big Beaver Rd., Troy, MI 48083 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sigma Financial Corporation Ann Arbor MI 08/1999 04/2021
Spc Ann Arbor MI 09/2005 05/2021
Oliver Lagore Vanvalin Investment Group, Inc. Flint MI 05/2021 07/2024
Ae Financial Services, Llc Topeka KS 06/2021 Present
Goldis Financial Group Bloomfields Hills MI 01/1991 Present
Vima, Llc Troy MI 09/2024 Present
  • 08/1999 → 04/2021
    Sigma Financial Corporation
    Ann Arbor, MI
  • 09/2005 → 05/2021
    Ann Arbor, MI
  • 05/2021 → 07/2024
    Oliver Lagore Vanvalin Investment Group, Inc.
    Flint, MI
  • 06/2021 → Present
    Ae Financial Services, Llc
    Topeka, KS
  • 01/1991 → Present
    Goldis Financial Group
    Bloomfields Hills, MI
  • 09/2024 → Present
    Troy, MI
Previous Registrations
  • 2021-05-28 → 2024-08-12
    Oliver Lagore Vanvalin Investment Group, Inc.
    Flint, MI
    Bloomfield Drive, MI
  • 2009-01-13 → 2021-05-05
    Bloomfield Hills, MI
    Ann Arbor, MI
  • 2005-09-28 → 2006-12-31
    Farmington Hills, MI
Other Businesses

1. GOLDIS FINANCIAL SERVICES;YES INVESTMENT RELATED; 4344 USNNINGDALE DRIVE, BLOOMFIELD HILLS, MI 48302; INSURANCE SALES; OWNER; START DATE 01/1991; APPROX 0 HRS/MONTH; APPROX 0 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES. 2.) OLIVER LAGORE VANVALIN INVESTMENT GROUP; YES INVESTMENT RELATED; 607 E SECOND AVE, SUITE 100 FLINT MI 48502; REGISTERED INVESTMENT ADVISORY; INVESTMENT ADVISER REPRESENTATIVE; START DATE 05/2021; APPROX 80 HRS/MONTH; APPROX 80 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES. 3.) OLIVER LAGORE VANVALIN INVESTMENT GROUP; YES INVESTMENT RELATED; 38705 SEVEN MILE ROAD, SUITE155, LIVONIA, MI 48152; FINANCIAL ADVISOR; BROKERAGE SERVICES; START DATE 06/2021; APPROX 80 HRS/MONTH; APPROX 80 HRS/MONTH DURING TRADING; SECURITIES SALES AND SERVICES.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-12-14
S63 Uniform Securities Agent State Law Examination 1991-07-10
  • S65 Uniform Investment Adviser Law Examination
    2011-12-14
  • S63 Uniform Securities Agent State Law Examination
    1991-07-10

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Troy, MI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor