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7 West Square Lake Road, Bloomfield Hills, MI 48302 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2013-09-16 |
| TX | RA | APPROVED_RES | 2013-09-16 |
| MI | RA | APPROVED | 2013-09-10 |
Branch Locations
7 West Square Lake Road, Bloomfield Hills, MI 48302 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Iic (Institutional Investment Consulting) | Bloomfield Hills | MI | 08/2013 | Present |
| Lpl Financial Llc | Bloomfield Hills | MI | 11/2013 | Present |
1. 09/19/2019 - Institutional Investment Consulting (IIC) - Investment related - At reported business location(s) - Registered Investment Advisor - start date:09/13/2019 - 160 hrs/mo - 6 hrs during trading - IAR - I provide financial planning and consulting services through Institutional Investment Consulting, an independent investment advisor firm. I started this business activity in 09/2019. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The advisory firm is separate from and independent of LPL Financial. 2. 12/17/2020 - Trade Supply - http://www.trades-supply-company.com/ - Investment Related - At Reported Business Location(s) - Other-Business Owner - Started 10/2003 - 1 Hour Per Month During Securities Trading - Company acquires and re-sells (on occasions) specialty building related supplies to builders and installers including: Molding, Lighting, Hardware, Fireplace inserts & Hearth Products, Patio Furniture, Cabinetry, Carved Stone Fireplaces, Tile, home audio systems. Categorized as a building supply company. 3. 04/19/2022 - Crump Insurance - Investment Related - Non-Variable Insurance - Start Date - 04/20/2022 - 1 Hours Per Month/1 Hours During Securities Trading. 4. 11/28/2023 - Institutional Investment Counsel INC DBA Institutional Investment Consulting - Inv Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR/Owner - Started 9/13/2019 - 160 Hrs/Mo; 6 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-05-30 |
| S63 | Uniform Securities Agent State Law Examination | 1996-05-01 |
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