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13317 Reeck Ct, Southgate, MI 48195 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-10-02 |
| GA | RA | APPROVED | 2025-08-25 |
| MI | RA | APPROVED | 2025-01-21 |
| OH | RA | APPROVED | 2023-06-12 |
| TX | RA | APPROVED_RES | 2022-03-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Downriver Income Tax & Accounting | Southgate | MI | 08/2005 | Present |
| Worldwide Capital Advisors, Llc | Wyandotte | MI | 05/2012 | Present |
| Independent Insurance Agent | Southgate | MI | 07/2025 | Present |
1.) SOLE PROPRIETOR - DOWNRIVER INCOME TAX. NOT INV. RELATED. 14703 ALLEN RD SUITE 108. TAX PREP. OWNER. 1/1/2001 TO PRESENT. 80HRS MTH. DOWNRIVER NCOME TAX, NON-INVESTMENT RELATED, TAX PREP/ACCOUNTING, OWNER, 50 HRS. MONTHLY. 2) INDEPENDENT INSURANCE AGENT; INVESTMENT RELATED; 07/2025; SOUTHGATE, MI; INSURANCE PRODUCT SALES; 4 HRS/MONTH INCLUDING DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-03-11 |
| S63 | Uniform Securities Agent State Law Examination | 1995-09-15 |
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