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29409 Haggerty Road Suite 200, Novi, MI 48377 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2020-09-08 |
Branch Locations
29409 Haggerty Road Suite 200, Novi, MI 48377 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Strategic Investment Advisors, Inc. | Livonia | MI | 09/2020 | Present |
| Senior Planning Advisors, Inc. | Livonia | MI | 04/2019 | Present |
| Rehmann | Ann Arbor | MI | 01/2018 | 04/2018 |
| Hantz Group | Ann Arbor | MI | 01/2017 | 04/2017 |
| Full-Time Student | Ann Arbor | MI | 08/2005 | 04/2019 |
| Katerine'S Catering | Ann Arbor | MI | 04/2016 | 04/2019 |
| Strategic Investment Advisors, Inc. | Livonia | MI | 06/2018 | 04/2019 |
(1) SENIOR PLANNING ADVISORS, INC.; INVESTMENT RELATED; INSURANCE AGENT; LIVONIA, MI; INSURANCE SALES AND SERVICES; START: 08/2020; APPROXIMATELY 50% OF TIME SPENT IN THIS PRACTICE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-08-07 |
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