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1661 W. Big Beaver, Troy, MI 48084 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-10-06 |
Branch Locations
22611 Greater Mack Ave., St. Clair Shores, MI 48080 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bunch Tax Service | St. Clair Shores | MI | 01/2003 | Present |
| Securities America, Inc | Eastpointe | MI | 11/2010 | 05/2017 |
| Securities America Advisors, Inc. | Eastpointe | MI | 11/2010 | 05/2017 |
| Lucian Harbar | St. Clair Shores | MI | 12/2017 | Present |
| Spectrum Financial | St. Clair Shores | MI | 12/2017 | Present |
| 22611 Mack Ave Llc | St. Clair Shores | MI | 02/2021 | Present |
1.) BUNCH TAX SERVICE - OWNER - TAX PREPARATION & ACCOUNTING SERVICE - ST. CLAIR SHORES, MI - SINCE 01/2003 - NOT INVESTMENT RELATED 2.) SPECTRUM FINANCIAL - FINANCIAL PLANNER - REGISTERED INVESTMENT ADVISOR - ST. CLAIR SHORES, MI - SINCE 12/2017 - INVESTMENT RELATED 3.) LUCIAN HARBAR - AGENT - NON-VARIABLE INSURANCE - ST. CLAIR SHORES, MI - SINCE 12/2017 - INVESTMENT RELATED 4.) UNITED PLANNERS FINANCIAL SERVICES - REGISTERED REPRESENTATIVE - SECURITIES SALES - ST. CLAIR SHORES, MI - SINCE 12/2017 - INVESTMENT RELATED 5.) 22611 MACK AVE LLC - 50% OWNER, JIM WILLIAMS 50% OWNER - REAL ESTATE SALES/RENTAL PROPERTIES/PROPERTY MANAGEMENT - ST. CLAIR SHORES, MI - 02/2021 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-06-22 |
| S63 | Uniform Securities Agent State Law Examination | 2006-10-12 |
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