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34100 Woodward Avenue Suite 210, Birmingham, MI 48009-0961 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2010-08-25 |
Branch Locations
34100 Woodward Avenue Suite 210, Birmingham, MI 48009-0961 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Seizert Capital Partners, Llc | Birmingham | MI | 09/2009 | Present |
Mr. Jones serves as Secretary/Treasurer for the SME Education Foundation and is a volunteer member of the Audit committee located in Southfield, Michigan. The business is education related and Mr. Jones devotes approximately an hour per month during trading hours. As Secretary, he is responsible for minutes and recordkeeping. As Treasurer, he assists the Board and Finance Committee with oversight of banking, investments and property accounts as well as the annual audit.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-11-25 |
| S63 | Uniform Securities Agent State Law Examination | 2008-11-20 |
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