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26200 American Drive Fifth Floor, Southfield, MI 48034 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-07-28 |
Branch Locations
320 Ashmun Street, Sault Ste. Marie, MI 49783 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lake Superior State University | Sault Ste. Marie | MI | 08/2013 | 05/2017 |
| Bryner Electric | Hessel | MI | 05/2017 | 07/2021 |
| Tradition Agency | Southlake | TX | 07/2021 | 12/2022 |
| Upward Potential | Pickford | MI | 07/2021 | Present |
| Hantz Financial Services | Southfield | MI | 01/2023 | Present |
Upward Potential; Non-investment related; 28567 S. M-129, Pickford, MI; Consultant; Owner; Began July 2021; Approximately 15 hours per month devoted to this business; 0 hours per month devoted to this business during securities trading hours; Duties include providing Technical Consulting.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-27 |
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