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300 Parkland Plaza, Ann Arbor, MI 48103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2010-09-01 |
Branch Locations
300 Parkland Plaza, Ann Arbor, MI 48103 • United States
Trumbull, CT • United States
No disclosure categories reported as “Yes” on this SEC record.
1. FIXED INSURANCE SALES AS AN INDEPENDENT AGENT WITH VARIOUS INSURANCE COMPANIES. 2. Co-trustee, along with brother, of the Trust U/W of Arthur J Mikucki. Trustee duties to manage assets FBO my mother. Start date: 7/1/19, approx. 2 hrs/mo. 3. Serve as co-trustee, with son, of his revocable trust. General trustee duties. Start date: 6/27/24, approx. 1-2 hrs/mo. INV REL: N
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-07-28 |
| S65 | Uniform Investment Adviser Law Examination | 2000-06-14 |
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