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4660 Marsh Road, Okemos, MI 48864 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-01-22 |
Branch Locations
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 |
|---|---|---|---|---|
| Plan 4 Financial Design/Cetera | Denver | CO | 05/2016 | 07/2018 |
| Sigma Parkland Securities | Ann Arbor | MI | 07/2018 | 05/2023 |
| Lpl Financial | Bath | MI | 05/2023 | 10/2024 |
| Sullivan Financial, Llc | Oekmos | MI | 10/2024 | Present |
- licensed insurance agent - trustee for and beneficiary of a family trust
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-06-09 |
| S63 | Uniform Securities Agent State Law Examination | 2014-03-20 |
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