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8215 Greenway Boulevard Suite 540, Middleton, WI 53562 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-11-10 |
| MI | RA | APPROVED | 2022-05-10 |
Branch Locations
380 N Old Woodward Ave Suite 290, Birmingham, MI 48009 • United States
8215 Greenway Boulevard Suite 540, Middleton, WI 53562 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bbb Industries | Allen Park | MI | 05/2017 | 08/2017 |
| Michigan Bucks | Pontiac | MI | 05/2018 | 08/2018 |
| Canopy Wealth Management | Southfield | MI | 05/2019 | 08/2019 |
| Weber Inc | Palatine | IL | 06/2021 | 09/2021 |
| Canopy Wealth Management | Birmingham | MI | 03/2022 | Present |
| Canopy Wealth Management | Birmingham | MI | 03/2022 | Present |
| N/A | Bloomington | IN | 05/2015 | 04/2017 |
| N/A | Allen Park | MI | 09/2017 | 04/2018 |
| N/A | Pontiac | MI | 09/2018 | 04/2019 |
| N/A | Southfield | MI | 09/2019 | 05/2021 |
| N/A | Palatine | IL | 10/2021 | 02/2022 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-04-25 |
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