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33 Bloomfield Hills Parkway Suite 255, Bloomfield Hills, MI 48304 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-01-01 |
| OK | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED_RES | 2018-02-12 |
Branch Locations
33 Bloomfield Hills Parkway Suite 255, Bloomfield Hills, MI 48304 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cirrus Capital Llc | Bloomfield Hills | MI | 04/2017 | Present |
| Flexible Plan Investments | Bloomfield Hills | MI | 09/2015 | 03/2017 |
| Fundbase | New York | NY | 03/2017 | 10/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-12-17 |
| S66 | Uniform Combined State Law Examination | 2012-02-21 |
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