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432 Security Blvd. Ste. 101, Green Bay, WI 54313-9709 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-03-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Michigan Securities, Inc. | Southfield | MI | 10/2014 | 06/2020 |
| Pks Advisory Services, Llc | Albany | NY | 06/2020 | 03/2025 |
| Purshe Kaplan Sterling Investments | Albany | NY | 06/2020 | 03/2025 |
| Mi Advisors | Southfield | MI | 10/2014 | 06/2020 |
| Packerland Brokerage Services | Green Bay | WI | 03/2025 | Present |
1) 1. Bokmuller Retirement Services 2. Investment Related 3. 42815 Garfield Rd. Ste 209, Clinton Township, MI 48038 4. Insurance and Investments 5. Registered Rep 6. 2019 7. 160 hrs/mo 8. 160 hours during trading 9. Meet with clients, open new accounts, service existing accounts 2) 1. PKS Advisory Services, LLC 2. Investment Related 3. 80 State Street, Albany, NY 12207 4. RIA 5. IAR 6. 6/2020 7. 160 hrs/mo 8. 160 hrs during trading 9. Provide Investment Advice 3) 1. PKSF 2. Investment related 3. 80 State St., Albany, NY 12207 4. Insurance 5. Insurance Agent 6. 6/2020 7. 30 hrs/mo 8. 30 hrs during trading 9. Provide insurance advice 4) 1. Insurance/Producer's Choice 2. Investment Related 3. 42815 Garfield Rd, Suite 209 Clinton Township, MI 48038 4. Fixed Insurance Sales 5. Agent 6. June 2009 7. 10 hrs/mo 8. 10 hrs during trading 9. Sales and service of life insurance and fixed annuities 5). EBAY Sales 16806 Country Ridge Court Macomb Macomb MI, 48044 Online sale of vintage collectibles and clothing on Ebay. Running from home 10 hours/week not during market hours. Start Date: 3/2026 Non-investment related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-08-19 |
| S63 | Uniform Securities Agent State Law Examination | 2008-10-28 |
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