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250 W. Eisenhower Pkwy. Suite 140, Ann Arbor, MI 48103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-04-25 |
| MI | RA | APPROVED | 2010-08-16 |
Branch Locations
250 W. Eisenhower Pkwy. Suite 140, Ann Arbor, MI 48103 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Horizons Planning Corporation | Ann Arbor | MI | 08/1993 | Present |
INSURANCE: SELF-EMPLOYED SOLE PROPRIETOR. AGENT LESS THAN $5000./YEAR COMP. BUSINESS CONDUCTED FROM HORIZONS PLANNING CORP. OFFICE. ADVISE AND SELL ONLY WHERE APPROPRIATE. 5% OF TIME. TAX PREP/ACCOUNTING: UNDER OUR NAME, SOLE PROP. THROUGHOUT YEAR approximately $36,000./YR @70% OF TIME. NO CONFLICT OF INTREST WITH B-D. ACTIVITY CONDUCTED FROM HORIZONS PLANNING CORP. OFFICE. NO SEPARATE E&O. PREPARE INDIVIDUAL TRUST & ESTATE RETURNS. ORGANIZE FINANCIAL PAPERWORK, BALANCE CHECKS BOOKS, RECONCILE BANK STATEMENTS. SMALL BUSINESS BOOKKEEPING ACCOUNTING. PREPARE BOOKS FOR OUTSIDE ACCOUNTS. ADVICE TO BUSINESS OWNERS. PREPARE CHECKS TO VENDORS. NO RECOMEND TO INVEST. MILITARY HEALTHNET GOVERNMENT SERVICES: INDEPENDENT CONTRACTOR. PROVIDE COUNSELING SERVICES TO MILITARY PERSONNEL AND THEIR FAMILIES. LOCATIONS VARIES, MAINLY AT MILITARY FACILITIES IN MICHIGAN, OHIO AND INDIANA. 3% OF MY TIME.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 1993-07-20 |
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