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8273 S. Saginaw St Suite A, Grand Blanc, MI 48439 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-01-01 |
Branch Locations
8273 S. Saginaw St Suite A, Grand Blanc, MI 48439 • 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 |
|---|---|---|---|---|
| Research Money Management, Llc | Grand Blanc | MI | 01/2014 | 08/2017 |
| Horter Investment Management | Cincinnati | OH | 08/2017 | Present |
| Equity Pro Shop, Llc | Goodrich | MI | 02/2010 | Present |
| Retirement Capital Services Llc | Grand Blanc | MI | 02/2022 | Present |
The Name of the other business: Equity Pro Shop LLC Investment Related?: Yes Address of other business: 11146 Cathy Drive, Goodrich, MI 48438 Nature of other business: Rental Real Estate Your position: Owner Start Date: 02/01/2020 How many hours you devote to the other business per month: 4 How many hours you devote to the other business during securities trading hours: 0 Briefly describe your duties: Landlord for rental properties. Advisor receives compensation from the sale or insurance products including life, health and annuity products. Advisor also own real estate investments.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-03-03 |
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