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880 Munson Avenue Suite B, Traverse City, MI 49686 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-12-15 |
| TX | RA | APPROVED_RES | 2012-10-16 |
Branch Locations
880 Munson Avenue Suite B, Traverse City, MI 49686 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Old Mission Investments | Traverse City | MI | 05/2006 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 05/2006 | 12/2018 |
OLD MISSION INVESTMENT CO., LLC, MEMBER. 880 MUNSON AVENUE, SUITE B, TRAVERSE CITY, MI 49686. REGISTERED INVESTMENT ADVISORY REPRESENTATIVE. 100 HOURS/MONTH, 80 DURING TRADING HOURS. 2. OLD MISSION TRUST COMPANY, CORPORATE TRUST COMPANY, 201 S PHILLIPS AVE STE 223, SIOUX FALLS SD 57104, PRESIDENT, CEO, 06/2012, PROVIDE CORPATE TRUSTEE SERVICES TO FORMER CLIENTS OF OLD MISSION INVEST. CO AND OTHERS SEEKING TRUST SERVICES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-11-30 |
| S63 | Uniform Securities Agent State Law Examination | 1993-10-19 |
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