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41800 W. 11 Mile Road Suite 201, Novi, MI 48375 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2025-01-08 |
| TX | RA | APPROVED | 2025-01-08 |
| LA | RA | APPROVED | 2024-10-30 |
| MI | RA | APPROVED | 2024-09-27 |
Branch Locations
41800 W. 11 Mile Road Suite 201, Novi, MI 48375 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Willis Knighton Health System | Shreveport | LA | 01/2017 | 11/2023 |
| Trustlaw Associates | Farmington | NM | 07/1997 | Present |
| Safe Future Wealth Partners Llc | Edgewood | TX | 09/2024 | Present |
Trust, Estate Planning and Elderlaw Law Firm, ranching and numerous other passively held interests in real estate and other non-securities related ventures.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-09 |
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