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Ann Davis

626 Financial, LLC

Portage, MI

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Current Employers
626 Financial, Llc

7950 Moorsbridge Road Suite 104, Portage, MI 49024 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2021-03-31
  • MI RA
    APPROVED
    Since 2021-03-31

Branch Locations

7950 Moorsbridge Road Suite 104, Portage, MI 49024 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Portage MI 08/2010 08/2021
626 Financial, Llc Portage MI 03/2021 Present
Previous Registrations
Other Businesses

1) NOTARY PUBLIC; NOT INVESTMENT RELATED; GOVERNMENTAL AUTHORITY; 7950 MOORSBRIDGE ROAD STE 104; PORTAGE MI 49024; 1 HOUR PER MONTH; START DATE 11/8/2016 2) NEW EVERETT; BOOKKEEPER; NOT INVESTMENT RELATED; PO BOX 266 SOUTH HAVEN MI 49090; 2 HOURS PER MONTH; KEEP QUICKBOOKS ENTRIES FOR THE LLC THAT OWNS RESIDENTIAL DEVELOPMENT PROPERTY IN SOUTH HAVEN

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-03-25
  • S66 Uniform Combined State Law Examination
    2013-03-25
Other Names
  • Ann Grutza
  • Ann Godsil

View on SEC IAPD

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