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880 Munson Avenue Suite B, Traverse City, MI 49686 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2010-07-21 |
Branch Locations
880 Munson Avenue Suite B, Traverse City, MI 49686 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Old Mission Investments | Traverse City | MI | 05/2006 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 05/2006 | 12/2018 |
1)OLD MISSION INVESTMENT CO., LLC, PRINCIPAL. 880 MUNSON AVENUE, SUITE B, TRAVERSE CITY, MI 49686. REGISTERED INVESTMENT ADVISORY, REPRESENTATIVE. 100 HOURS/MONTH, 90 DURING TRADING HOURS. 2) OLD MISSION TRUST CO; NOT INVESTMEMT RELATED; 880 AVE STE. B TRAVERSE CITY, MI 49686; TRUST SERVICES; CHIEF INFORMATION OFFICER; START DATE: 6/25/2012; APPROX 4 HRS/MO; ORGANIZE AND MAINTAIN SYSTEMS FOR CLIENT DATA
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-01-05 |
| S63 | Uniform Securities Agent State Law Examination | 1992-08-19 |
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