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29409 Haggerty Road Suite 200, Novi, MI 48377 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2021-03-12 |
Branch Locations
29409 Haggerty Road Suite 200, Novi, MI 48377 • United States
36800 Woodward Avenue Suite 101, Bloomfield Hills, MI 48304 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co.,Inc | Troy | MI | 08/2011 | 01/2021 |
| Senior Planning Advisors, Inc. | Livonia | MI | 03/2021 | Present |
| Strategic Investment Advisors, Inc. | Livonia | MI | 03/2021 | Present |
| Retirement Education Foundation | Livonia | MI | 03/2021 | Present |
(1) STRATEGIC PLANNING ADVISORS, INC.; INVESTMENT RELATED; INSURANCE AGENT; LIVONIA, MI; INSURANCE SALES AND SERVICES; START: 03/2021; APPROXIMATELY 50% OF TIME SPENT IN THIS PRACTICE.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-03-31 |
| S63 | Uniform Securities Agent State Law Examination | 1995-02-27 |
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