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2150 Butterfield Drive Suite 220, Troy, MI 48084 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2023-06-21 |
| MI | RA | APPROVED | 2023-06-21 |
Branch Locations
2150 Butterfield Drive Suite 220, Troy, MI 48084 • United States
2150 Butterfield Drive Suite 220, Troy, MI 48084 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Isto Advisors, Llc | Troy | MI | 10/2016 | Present |
| Peterson Wiand Boes And Company | Bloomfield Hills | MI | 03/2016 | 10/2016 |
| Snook Housey Advisors | Troy | MI | 10/2008 | 09/2016 |
Christ Child Society of Detroit; 502 North Crooks Road, Clawson, MI 48017; Treasurer - House Advisory Board; Prepare and present financial reports at board meetings, oversee the development and monitoring of the annual budget, manage bank accounts and ensure timely processing of payments; Start Date 02/2025; 6 hours/month.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-10-03 |
| S65 | Uniform Investment Adviser Law Examination | 1993-12-27 |
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