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989 West Washington Street Suite 101, Marquette, MI 49855 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2018-01-08 |
Branch Locations
989 West Washington Street Suite 101, Marquette, MI 49855 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American General Securities Incorporated | Marquette | MI | 10/2002 | 01/2018 |
| Aig American General Life Insurance Company | Marquette | MI | 10/2002 | 01/2018 |
| Sagepoint Financial, Inc. | Phoenix | AZ | 01/2009 | 01/2018 |
| Erts Wealth Advisors, Llc | Marquette | MI | 01/2018 | Present |
1. CIRCLE OF TRUST PROPERTIES, LLC; NOT INVESTMENT-RELATED; 989 W. WASHINGTON ST. STE 101, MARQUETTE, MI 49855; MEMBER; STARTED 07/15/2013; 1 HOUR/ 0 SECURITIES HOURS; THIS LLC OWNS THE BUILDING THAT OUR OFFICE IS IN. VERY GENERAL MANAGER DUTIES, PROPERTY MANAGEMENT DELEGATED TO THIRD PARTY VERIDA, INC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-05-15 |
| S63 | Uniform Securities Agent State Law Examination | 1993-07-13 |
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