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Current Employers
Simplyria Advisor Network

1024 E. Grand River Ave Suite B, Brighton, MI 48116 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2024-05-23
  • MI RA
    APPROVED
    Since 2024-05-23

Branch Locations

Clarkston, MI • United States

1024 E. Grand River Ave Suite B, Brighton, MI 48116 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
National Planning Corporation Bloomfield Hills MI 01/2004 10/2017
Cambridge Investment Research, Inc. Fairfield IA 02/2019 05/2019
Cambridge Investment Research Advisors, Inc. Fairfield IA 02/2019 05/2019
Caitlin John, Llc Brighton MI 05/2024 Present
White Glove Birmingham MI 07/2015 Present
Investwise Financial Llc Bloomfield Hills MI 07/2008 Present
  • 01/2004 → 10/2017
    National Planning Corporation
    Bloomfield Hills, MI
  • 02/2019 → 05/2019
    Cambridge Investment Research, Inc.
    Fairfield, IA
  • 02/2019 → 05/2019
    Fairfield, IA
  • 05/2024 → Present
    Caitlin John, Llc
    Brighton, MI
  • 07/2015 → Present
    White Glove
    Birmingham, MI
  • 07/2008 → Present
    Investwise Financial Llc
    Bloomfield Hills, MI
Previous Registrations
Other Businesses

1. WHITE GLOVE WORKSHOP / NOT INVESTMENT RELATED / 390 PARK ST, BIRMINGHAM, MI / MARKETING SERVICES / CO-OWNER / BOARD MEMBER / JULY 2015 / 10HRS/MTH - 0HRS/MTH DURING TRADING HOURS / BOARD MEMBER. 2. INVESTWISE FINANCIAL LLC / NOT INVESTMENT RELATED / 3883 TELEGRAPH RD STE 204. BLOOMFIELD HILLS, MI / CONSULTANT / MARKETING CONSULTANT / JULY 2008 / 16 HRS/MTH - 8 HRS/MTH DURING TRADING HOURS. 3. SUCCESSOR TRUSTEE TO FAMILY TRUST / NOT INVESTMENT RELATED / CLARKSON, MI / 01/1997 / HOURS DEVOTED TO THIS ACTIVITY 0 HRS/MTH - 0 HRS/MTH DURING TRADING HOURS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-04-01
S66 Uniform Combined State Law Examination 2011-07-08
S63 Uniform Securities Agent State Law Examination 1993-05-20
  • S65 Uniform Investment Adviser Law Examination
    2024-04-01
  • S66 Uniform Combined State Law Examination
    2011-07-08
  • S63 Uniform Securities Agent State Law Examination
    1993-05-20
Other Names
  • Michael Jon Thurman

View on SEC IAPD

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