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3568 Wildwood Avenue, Jackson, MI 49202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2012-01-25 |
| NC | RA | APPROVED | 2011-09-29 |
| OH | RA | APPROVED | 2011-09-29 |
| MI | RA | APPROVED | 2011-09-28 |
| TX | RA | APPROVED_RES | 2011-09-28 |
Branch Locations
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 |
|---|---|---|---|---|
| Richmond Brothers, Inc. | Jackson | MI | 09/2011 | Present |
INDEPENDENT INSURANCE AGENT SELLING FIXED LIFE INSURANCE, LONG TERM CARE AND FIXED ANNUITIES. RICHMOND BROTHERS PLACE, LLC OWNER, STARTED 1999 INVESTED/ REAL ESTATE; RICHMOND BROTHERS CHAIRMAN/CIO STARTED 1994 ANNUITIES LIFE RENEWALS. NON-PROFIT ORGANIZATIONS; LINGAP CHILDREN'S FOUNDATION BOARD MEMBER; BIOVENTRIX, INC, BOARD MEMBER; BOARD ACTIVITIES ARE NON-INVESTMENT RELATED AND CONSUME UP TO 10 DAYS PER YEAR. RBI PI MANAGER, LLC, 3568 WILDWOOD AVE, JACKSON MI, MANAGING MEMBER, 2016, UP TO 50% OF TIME SPENT WITH THIS ACTIVITY INCLUDING DURING TRADING HOURS. RBI PI MANAGER, LLC IS A PRIVATE FUND MANAGER. 1 RICHMOND BROTHERS PLACE, 3568 WILDWOOD AVE, JACKSON, MI, MANAGING MEMBER, UP TO 1 DAY PER YEAR DURING TRADING HOURS, HOLD COMPANY ONLY FOR RICHMOND BROTHERS INC. OFFICE BUILDING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-12-02 |
| S63 | Uniform Securities Agent State Law Examination | 1992-08-13 |
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