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1014 6Th Street Suite 101, Traverse City, MI 49684 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-10 |
| MI | RA | APPROVED | 2025-01-10 |
Branch Locations
1014 6Th Street Suite 101, Traverse City, MI 49684 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Ann Aror | MI | 05/2006 | 10/2018 |
| Tremonte Financial Consultants | Traverse City | MI | 10/2018 | Present |
| Tremonte Tax Solutions, Llc | Traverse City | MI | 04/2021 | Present |
Business Ownership; TruNorth Group, LLC; Member; Cost Sharing; Traverse City, MI 49684; Not Investment Related; January 2016; 1-9 hours per month; 0 during trading hours. Business Ownership: TreMonte Tax Solutions, LLC; Tax and Accounting Services; Traverse City, MI 49684; Investment Related; 2021 to Present - 0-10 hours / week.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-09-01 |
| S66 | Uniform Combined State Law Examination | 2006-09-08 |
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