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2301 Platt Road Suite 300, Ann Arbor, MI 48104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-03-25 |
| MI | RA | APPROVED | 2018-04-17 |
Branch Locations
2301 Platt Road, Suite 300, Ann Arbor, MI 48104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Retirement Income Solutions, Inc. | Ann Arbor | MI | 03/2018 | Present |
| Bank Of Ann Arbor | Ann Arbor | MI | 06/2015 | 02/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-04-17 |
| S66 | Uniform Combined State Law Examination | 2007-10-17 |
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