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144 South Main St., Mt. Clemens, MI 48043 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2010-04-01 |
Branch Locations
144 South Main St., Mt. Clemens, MI 48043 • United States
1251 North Stuart Place Road, Harlingen, TX 78550 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Triad Advisors, Inc | Norcross | GA | 02/2010 | 12/2017 |
| First Financial Coaching, Inc. | Mt. Clemens | MI | 09/2009 | Present |
1-DAY FINANCIAL GROUP; NON-INVESTMENT RELATED; 1251 NORTH STUART PLACE ROAD, HARLINGEN, TX 78552; APPOINTED WITH MULTIPLE CARRIERS FOR LIFE, GROUP AND ANNUITIES; SALES; 1976; 110 HRS/MONTH; 6 HRS/DAY; COMPENSATION-BASED ON SALES; SALES 2-MUNICIPAL UTILITY DISTRICT #1; NON-INVESTMENT RELATED; 2335 HUDSON BLVD., BROWNSVILLE TX 78521; SETS POLICY FOR THE MUD DISTRICT; PRESIDENT; 1998; 1 HR/MONTH; NONE/DAY; COMPENSATION-PER MEETING; WE VOTE ON ISSUES PERTAINING TO THE MUD DISTRICT
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-05-24 |
| S63 | Uniform Securities Agent State Law Examination | 1996-04-24 |
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