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321 Reed Street Suite #2, Akron, IA 51001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2020-06-26 |
| OH | RA | APPROVED | 2016-12-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rda Financial Network | North Liberty | IA | 01/2011 | 01/2018 |
| Interactive Financial Services | Birmingham | MI | 01/2011 | Present |
| United Planners Financial Services | Scottsdale | AZ | 07/2016 | 01/2018 |
| Rental Property | Bellaire | MI | 07/2014 | 07/2020 |
Assist with individual and estate tax return preparation.. Not Investment-related. 648 Vinewood Ave Birmingham, MI 48009. Tax return preparation. 8 hours per month, 4 of those hours are during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-11-02 |
| S66 | Uniform Combined State Law Examination | 2010-07-30 |
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