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One Towne Square Suite 444, Southfield, MI 48076 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-01-16 |
| TX | RA | APPROVED | 2021-05-24 |
| IL | RA | APPROVED | 2017-02-15 |
Branch Locations
One Towne Square Suite 444, Southfield, MI 48076 • United States
4225 Naperville Rd. Suite 160, Lisle, IL 60532 • United States
625 Kenmoor Avenue Se Suite 307, Grand Rapids, MI 49546 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Advance Capital Services | Southfield | MI | 04/2015 | 05/2017 |
| Advance Capital Management, Inc. | Southfield | MI | 04/2015 | Present |
1) Name of business: BAGGS PARTNERS, LLC; Investment Related: NO; Address: 53 EASTHAMPTON CT NE, GRAND RAPIDS, MI 49546; Nature of Business: REAL ESTATE DEVELOPMENT AND OWNERSHIP; Position: OWNER; Start: 01/06/2022; Hours per month: 1; Hours during trading hours: 0; Duties: PURCHASE LAND FOR RESIDENTIAL REAL ESTATE DEVELOPMENT. 2) Name of business : VanSheffer Ventures LLC; Investment Related : YES; Address: 53 Easthampton Ct. NE Grand Rapids Michigan 49546 ; Position : Member; Start date : 2024/12/02; Hours per month: 2; Hours during trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 3 . 3) Knapp Hills Townhomes LLC; investment related: Yes; Location of the business: 300 Ionia Ave NW Grand Rapids MI 49503 United States; Description of the business: Investing in a real estate development in Knapp Hills Townhomes. 5% ownership stake. ; Position Title: silent partner; Start date with business: 2026-06-17; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 1.8;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-07-14 |
| S63 | Uniform Securities Agent State Law Examination | 2015-05-06 |
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