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2701 Cambridge Ct Suite 401, Auburn Hills, MI 48326 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-06-16 |
Branch Locations
2701 Cambridge Ct Suite 401, Auburn Hills, MI 48326 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hantz Financial Services, Inc. | Southfield | MI | 08/2010 | 01/2019 |
| Wealth For You Financial, Llc | Grand Blanc | MI | 09/2019 | 05/2024 |
| Barnett Financial & Tax, Inc. | Grand Blanc | MI | 01/2019 | 05/2024 |
| Team Covert, Llc | Auburn Hills | MI | 04/2024 | Present |
| Team Covert Financial & Tax Planning Group, Llc | Auburn Hills | MI | 06/2024 | Present |
Name of the other business: Team Covert Financial & Tax Planning Group, LLC Investment-related: No Address: 2701 Cambridge Ct, Suite 401, Auburn Hills, MI 48326 Nature of the business: Tax Planning & Insurance Sales Position, title, or relationship with the other business: Owner, CPA, & Insurance Agent Start date: June 2024 Approximate hours/month: 43 Hours during securities trading hours: 43 Duties: recommending tax planning services & Insurance products
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-03-17 |
| S65 | Uniform Investment Adviser Law Examination | 2015-03-11 |
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