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6020 East Fulton Street, Ada, MI 49301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-12-18 |
| MD | RA | APPROVED | 2024-03-26 |
| GA | RA | APPROVED | 2022-05-16 |
| MO | RA | APPROVED | 2022-02-04 |
| MA | RA | APPROVED | 2018-05-21 |
| CA | RA | APPROVED | 2017-11-03 |
| NJ | RA | APPROVED | 2017-04-24 |
| NC | RA | APPROVED | 2016-12-02 |
| SC | RA | APPROVED | 2016-12-02 |
Branch Locations
6020 East Fulton, Ada, MI 49301 • USA
2544A Plantation Center Drive, Matthews, NC 28105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Prosperity Group | Matthews | NC | 04/2006 | 12/2017 |
| United Planners' Financial Services | Scottsdale | AZ | 03/2014 | 12/2016 |
| Bmr Financial Services, Llc | Matthews | NC | 04/2006 | Present |
| The Financial Awareness Foundation | Rohnert Park | CA | 03/2015 | 01/2018 |
| Usa Financial Securities | Ada | MI | 12/2016 | Present |
| Everest Retirement Planners | Concord | NC | 01/2018 | Present |
1) BMR FINANCIAL SERVICES, LLC DBA EVEREST RETIREMENT PLANNERS - 11794 CROSSROADS PLACE, CONCORD, NC 28025. START DATE 12/21/2017. CERTIFIED FINANCIAL PLANNER. LIFE, HEALTH AND ANNUITY SALES. ASSIST IN HELPING CLIENTS FIND INSURANCE OPTIONS THAT MEET THEIR GOALS AND OBJECTIVES. PLANNING, RESEARCH, APPLICATION AND MANAGEMENT. INVESTMENT RELATED. 40 HOURS PER MONTH DEVOTED TO BUSINESS. 40 HOURS PER MONTH DEVOTED DURING SECURITIES TRADING HOURS. 2) BMR PROPERTIES LLC - 11794 CROSSROADS PLACE, CONCORD, NC 28025. START DATE 12/02/2022. OWNER. REAL ESTATE. ASSIST IN MANAGEMENT OF BUSINESS OFFICE. INVESTMENT RELATED. 10 HOURS PER MONTH DEVOTED TO BUSINESS. 10 HOURS PER MONTH DEVOTED DURING SECURITIES TRADING HOURS. 3) BMR FINANCIAL SERVICES, LLC DBA EVEREST RETIREMENT PLANNERS - 11794 CROSSROADS PLACE, CONCORD, NC 28025. STARTED 04/04/2022. CERTIFIED FINANCIAL PLANNER. SECURITIES BUSINESS. ASSIST IN HELPING CLIENTS FINDING INVESTMENT OPTIONS THAT MEET THEIR GOALS AND OBJECTIVES. PLANNING, RESEARCH, APPLICATIONS AND MANAGEMENT. INVESTMENT RELATED. 110 HOURS DEVOTED TO BUSINESS. 110 HOURS DEVOTED DURING SECURITIES TRADING HOURS. 4) ESTATE GURU - 410 S. UNIVERSITY AVE. PROVO, UTAH 84601 - START DATE 04/08/2026. CLIENT REFERRAL FOR ESTATE PLANNING DOCUMENT PREP, WILLS, TRUSTS. NOT INVESTMENT RELATED. 2 HOURS PER MONTH DEVOTED TO BUSINESS. 2 HOURS PER MONTH DEVOTED DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-03-08 |
| S63 | Uniform Securities Agent State Law Examination | 2006-06-12 |
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