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109 W Middle St, Chelsea, MI 48118 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-03-19 |
| MI | RA | APPROVED | 2018-08-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Balasa Dinverno Foltz Llc | Itasca | IL | 07/2013 | 11/2016 |
| Huber Financial Advisors, Llc | Lincolnshire | IL | 11/2016 | 07/2018 |
| Md Wealth Management, Llc | Chelsea | MI | 08/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-11-17 |
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