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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2016-01-07 |
Branch Locations
11927 Main Street, Lennon, MI 48449 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2014-02-20 |
Branch Locations
11927 E. Lennon Rd., Lennon, MI 48449 • United States
29905 Middlebelt Rd, Farmington Hills, MI 48334 • 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 |
|---|---|---|---|---|
| Self Employed | Flint | MI | 09/1993 | Present |
| Great American Advisors, Inc. | Lennon | MI | 07/2002 | Present |
| Lincoln Investment | Lennon | MI | 08/2010 | Present |
FIXED ANNUITIES AND LIFE INSURANCE POSITION: Life and health insurance agent NATURE: Fixed life and annuity sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 2 START DATE: 09/20/1993 ADDRESS: 11927 E Lennon Rd Lennon, MI 48449 DESCRIPTION: General sales of fixed and fixed indexed annuities and life insurance. BAKER INSURANCE AGENCY OF LENNON, INC. POSITION: Insurance Representative/Agent NATURE: Multi-lines (property & casualty, fixed life and annuity) independent insurance agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 8 START DATE: 09/20/1993 ADDRESS: 11927 E Lennon Rd, Lennon MI 48449, United States DESCRIPTION: Property & casualty, life and fixed annuity production
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-02-14 |
| S63 | Uniform Securities Agent State Law Examination | 1991-07-17 |
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