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1026 Cromwell Bridge Road Suite 100, Towson, MD 21286 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-01-02 |
| MI | RA | APPROVED | 2011-02-09 |
Branch Locations
10484 Citation Dr. Suite 300, Brighton, MI 48116 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Great Lakes Financial | Brighton | MI | 05/2006 | Present |
| Founders Financial Securities, Llc | Towson | MD | 10/2006 | Present |
1. FOUNDERS FINANCIAL WEALTH PARTNERS (DBA) ; INVESTMENT RELATED; 10484 CITATION DRIVE, SUITE 300, BRIGHTON, MI 48116; WEALTH MANAGEMENT ADVISOR; 8/5/2020; 160 HOURS/MONTH; 140 HOURS/MONTH DURING TRADING; WEALTH MANAGEMENT, FINANCIAL SERVICES, AND INSURANCE SALES 2. RV Share; Non Investment Related; Columbus OH; Rental Agency for Recreational Vehicles; Lessor; 3 Hours Per Month/ 0 During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-01-20 |
| S63 | Uniform Securities Agent State Law Examination | 2007-04-13 |
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