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10775 South Saginaw Bldg C, Suite F, Grand Blanc, MI 48439 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2020-12-17 |
Branch Locations
10775 South Saginaw Bldg C, Suite F, Grand Blanc, MI 48439 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oppenheimer& Co Inc | Port Huron | MI | 01/1999 | 02/2017 |
| The Prudential Insurance Company Of America | Fort Gratiot | MI | 02/2017 | 01/2020 |
| Pruco Securities, Llc | Fort Gratiot | MI | 02/2017 | 01/2020 |
| Mainstay Capital Management | Grand Blanc | MI | 12/2020 | Present |
| Advia Credit Union | Port Huron, Mi | MI | 01/2020 | 08/2020 |
| Extended Travel | Bossier City | LA | 08/2020 | 12/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-01-09 |
| S63 | Uniform Securities Agent State Law Examination | 1995-01-04 |
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