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2301 Platt Road Suite 300, Ann Arbor, MI 48104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-03-25 |
| TX | RA | APPROVED_RES | 2013-06-04 |
| MI | RA | APPROVED | 2010-07-23 |
Branch Locations
2301 Platt Road Suite 300, Ann Arbor, MI 48104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Retirement Income Solutions, Inc. | Ann Arbor | MI | 08/2012 | Present |
M4P Partners, LLC 2301 Platt Road, Suite 300 Ann Arbor, MI 48104 Real estate holdings company that is non-investment related. 25% ownership / Partner. Start date of July 2016. 1 hour spent a month on this business and 0 hours devoted during trading hours. Executive decision making duties.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-05-11 |
| S63 | Uniform Securities Agent State Law Examination | 1992-11-12 |
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