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148 E Grand River Ave., Williamston, MI 48895 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-08-21 |
Branch Locations
100 W Big Beaver Road Ste. 200, Troy, MI 48084 • United States
148 E Grand River Ave., Williamston, MI 48895 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lineguard Investments, Llc | Troy | MI | 05/2011 | 10/2016 |
| Wells Fargo Advisors Financial Network, Llc | Troy | MI | 12/2015 | 04/2020 |
| Muriel Siebert & Co., Inc. | Jersey City | NJ | 04/2020 | 08/2023 |
| Cg Advisory Services | Haslett | MI | 08/2022 | Present |
JEFFREY KERCORIAN DBA K.A.M.; INVESTMENT RELATED; TROY,MI; 100% OWNERSHIP; START DATE 11/15/2019; NUMBER OF HOURS PER MONTH LESS THAN 1; NUMBER OF HOURS DURING TRADING 0; OWNER OF FINET PRACTICE.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-08-03 |
| S65 | Uniform Investment Adviser Law Examination | 2010-06-14 |
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