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15 Halton Green Way, Greenville, SC 29607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-10-22 |
Branch Locations
15 Halton Green Way, Greenville, SC 29607 • United States
Sterling Heights, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| David Ficarra | Sterling Heights | MI | 01/1991 | Present |
| Capital Markets Iq, Llc | Sterling Heights | MI | 03/2015 | 02/2017 |
| David Ficarra | Sterling Heights | MI | 01/1992 | Present |
| Cpr Investments | Rochester | MI | 02/2017 | 10/2024 |
| Cpr Financial Group Llc | Rochester | MI | 02/2017 | 10/2024 |
| Tax Solutions Consultants, Llc | Sterling Heights | MI | 05/2018 | Present |
| Discipline Wealth Solutions, Inc. | Greenville | SC | 10/2024 | Present |
1. DAVID FICARRA, TAX ACCOUNTANT, ACCOUNTANT AND CONSULTANT. DUTIES INCLUDE TAX PREP, ACCOUNTING, BUSINESS PLANREVIEW. NOT INVESTMENT-RELATED; 34450 COACHWOOD, STERLING, MI 48312. START DATE: 01/1991. HOURS PER MONTH: APPROX.4; 1 DURING TRADING HOURS (MORE DURING TAX SEASON). 2. DAVID FICARRA, INSURANCE AGENT. DUTIES INCLUDE SALES OF LONGTERM CARE, LIFE AND HEALTH INSURANCE AND FIXED/INDEXED ANNUITY PRODUCTS THROUGH VARIOUS INSURANCE COMPANIES.START DATE 1992; APPROXIMATELY 6 HOURS PER WEEK; APPROX. 4 DURING TRADING HOURS. INVESTMENT-RELATED.STERLING HEGHTS. 3. TAX SOLUTIONS CONSULTANTS, DUTIES INCLUDE QUALIFIED PLAN CONSULTANT, VALUATIONS, 401(K) BENCHMARKING, TAX ANALYSIS. NOT INVESTMENT-RELATED; 34450 COACHWOOD, STERLING HEIGHTS, MI 48312. START DATE 05/16/2018. HOURS PER MONTH: APROX. 6 HOURS PER MONTH; APROX. 1 HOUR PER TRADING ( MORE DURING TAX SEASON).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-09-20 |
| S63 | Uniform Securities Agent State Law Examination | 1992-12-17 |
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