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22260 Haggerty Road Suite 160, Northville, MI 48167 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2016-07-05 |
Branch Locations
22260 Haggerty Road Suite 160, Northville, MI 48167 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Great Lakes Wealth, Llc | Northville | MI | 07/2016 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 07/2016 | Present |
1) WILLIAM BEAUMONT HOSPITAL. NOT INVESTMENT RELATED. 3711 W. THIRTEEN MILE ROAD ROYAL OAK, MI 48073. ON BOARD OF TRUSTEES. TRUSTEE. 1/1/2011. 2 HRS/MO; 0 DURING TRADING HOURS. COMMUNITY OUTREACH & 2 BOARD MEETINGS PER YEAR. 2)Landlord for House in Royal Oak MI. Not Investment Related. 527 S Kenwood Ave, Royal Oak, MI 48067. Landlord. Owner/Landlord. 04/2002. 5-10 Hrs/Mo; 0 During Trading Hours. Inspect and Oversee any Maintenance Issues. 3)Great Lakes Wealth. Investment Related. 22260 Haggerty Road, Suite 160, Northville, MI 48167. Wealth Management. CEO. 07/01/2016. 40 Hrs/Wk, 12 Mo/Yr; 6.5 Hrs During Trading Hours. Investment Solutions for Clients. 4)PKSF-Investment related-80 State St, Albany, NY 12207-Insurance-Agent-7/6/2016-20 hrs/mth-2 during trading hrs-Works with clients on insurance & annuity needs.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-11-04 |
| S63 | Uniform Securities Agent State Law Examination | 1995-12-13 |
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