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36631 Green Street, New Baltimore, MI 48047 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-05-29 |
| TX | RA | APPROVED | 2026-05-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bay Pointe Wealth, Llc Dba Bay Pointe Financial | New Baltimore | MI | 02/2026 | Present |
| Waddell & Reed Inc | Birmingham | MI | 02/2014 | 12/2016 |
| Various Insurance Carriers For W & R Insurance Agencies | Shelby Township | MI | 04/2014 | 12/2016 |
| Sigma Financial Corporation | Ann Arbor | MI | 12/2016 | 05/2026 |
AS A LICENSED INSURANCE AGENT, I AM CURRENTLY APPOINTED WITH VARIOUS INSURANCE COMPANIES. dba - Bay Pointe Financial Management, St. Clair, MI. Offering financial services. Start date: 2/1/17, approx. 160 hrs/mo, all during market hours. INV REL: Y Co-owner - Bay Pointe Property Holdings, LLC, St. Clair, MI. Established to purchase commercial building. Also receives rental income from office space in building. Start date: 5/28/24, approx. 1 hr/mo. INV REL: N
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-09-11 |
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