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401 S. Old Woodward Ave. Suite 435, Birmingham, MI 48009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
| MI | RA | APP_PEND_IARCE | 2026-01-01 |
| TX | RA | APPROVED_RES | 2021-02-03 |
Branch Locations
401 S. Old Woodward Ave. Suite 435, Birmingham, MI 48009 • United States
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 |
|---|---|---|---|---|
| Long Lake Capital Management, Llc | Birmingham | MI | 05/2014 | Present |
Board of Directors at Nexteon as of January 2024. Nexteon is located in Ambler, PA and is an aviation software company. Approximately 10 hours per month (1 - 2 hours during market hours) attending board meetings and talking to management and investors.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-08-08 |
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