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148 E Grand River Ave., Williamston, MI 48895 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-03-12 |
Branch Locations
3005 Boardwalk Dr. Suite 101, Ann Arbor, MI 48108 • United States
148 E Grand River Ave., Williamston, MI 48895 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Advanced Wealth Strategies | Ann Arbor | MI | 05/2023 | Present |
| Financial Wellness Collaborative | Mount Pleasant | MI | 08/2021 | 05/2024 |
| Airstrike Financial | Midland | MI | 01/2023 | 05/2023 |
| Health Advantage Credit Union | Webberville | MI | 06/2021 | 08/2021 |
| Subway | Mount Pleasant | MI | 08/2020 | 10/2020 |
| Central Michigan University | Mount Pleasant | MI | 08/2020 | 05/2024 |
| Marlette Jr/Sr Hs | Marlette | MI | 03/2016 | 05/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-28 |
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