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3133 Van Horn, Trenton, MI 48183 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2010-10-29 |
Branch Locations
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Trenton | MI | 09/2009 | 01/2021 |
| Jfr Financial Services, Inc. | Trenton | MI | 12/2002 | Present |
| Lasalle St Securities | Trenton | IL | 02/2021 | Present |
1. 12/20/2010 - JFR FINANCIAL SERVICES, INC. - TAX DBA - JFR FINANCIAL SERVICES, INC. - 10% TIME SPENT - INCOME TAX PREPARATION 2. 07/17/2015 - JFR FINANCIAL SERVICES - 3133 VAN HORN ROAD, TRENTON, MI 48183 - INV REL - START 08/04/1991 - 80 HOURS PER MONTH, 60 DURING TRADING - RIA FINANCIAL PLANNING AND INCOME TAX RETURNS. 3. Insurance
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-10-22 |
| S63 | Uniform Securities Agent State Law Examination | 1994-10-07 |
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