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8105 Valleywood Lane Suite A, Portage, MI 49024 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-02-23 |
Branch Locations
8105 Valleywood Lane Suite A, Portage, MI 49024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Advisory Services Network, Llc | Atlanta | GA | 03/2016 | Present |
| Infinity Advisory Group | Portage | MI | 02/2023 | Present |
1)INDEPENDENT INSURANCE AGENT - SALES AND SERVICE OF ANNUITY AND LIFE INSURANCE; LICENSED INSURANCE AGENT SINCE 2/2013; APPROX. 25 HOURS PER MONTH DURING TRADING HOURS; INVESTMENT RELATED ACTIVITY. 2) G DELL ENTERPRISES - PARTNER SINCE 2020;SERVICE COMPANY SET UP FOR TAX PURPOSES; APPROX 1 HOUR PER MONTH/NONE DURING TRADING HRS; NOT INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-04-19 |
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