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300 Parkland Plaza, Ann Arbor, MI 48103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-05-12 |
| MI | RA | APPROVED | 2010-11-02 |
Branch Locations
300 Parkland Plaza, Ann Arbor, MI 48103 • United States
East Lansing, MI • 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.
INSURANCE AGENT APPOINTED WITH VARIOUS INSURANCE COMPANIES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-03-19 |
| S63 | Uniform Securities Agent State Law Examination | 1994-07-15 |
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