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148 E Grand River Ave., Williamston, MI 48895 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2012-08-03 |
Branch Locations
4231 Red Arrow Highway, Stevensville, MI 49127 • United States
148 E Grand River Ave., Williamston, MI 48895 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usa Tax & Insurance Services Dba American Investment Services | Palm Harbor | FL | 06/2009 | Present |
| Austin Tax | St Joseph | MI | 04/2008 | Present |
| Capital Asset Advisory Services, Llc | Haslett | MI | 07/2012 | Present |
1.) AUSTIN TAX AND FINANCIAL, INVESTMENT RELATED, 4231 RED ARROW HIGHWAY, STEVENSVILLE, MI 49127, OWNER, 04/2008, 160 HPM, 160 HPM DURING TRADING, TAX,FINANCIAL, INSURANCE SERVICES. 2.) MOSAIC CHRISTIAN COMMUNITY DEVELOPMENT, NON INVESTMENT RELATED, 510 MAIN STREET, BENTON HARBOR, MI 49022, BOARD MEMBER, 09/2014, 5 HPM, 0 HPM DURING TRADING, SUPPORT DAY TO DAY OPERATIONS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-08-25 |
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