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300 Parkland Plaza, Ann Arbor, MI 48103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2012-11-09 |
Branch Locations
300 Parkland Plaza, Ann Arbor, MI 48103 • United States
115 Cr 4718 Suite 1, Castroville, TX 78009 • United States
401 East Sonterra Boulevard Ste. 375, San Antonio, TX 78258 • United States
No disclosure categories reported as “Yes” on this SEC record.
OTHER BUSINESS ACTIVITIES: FLEXCO, FAMILY LIMITED PARTNERSHIP, BENEFICARY, LIMITED FAMILY PARTNERSHIP, HRS: 0. LICENSED AGENT TO SELL VARIOUS LINES OF INSURANCE THROUGH VARIOUS COMPANIES. Serve as executor for deceased mother's estate. Duty is to settle her estate. Start date: 7/1/25, approx. 20 hrs/mo. INV REL: N Serve as trustee of deceased mother's trust. General trust duties. Start date: 6/30/25, approx. 6 hrs/mo. INV REL: N
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-06-02 |
| S63 | Uniform Securities Agent State Law Examination | 1994-03-16 |
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