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301 North Center Street, Northville, MI 48167 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-02-19 |
| MI | RA | APPROVED | 2010-02-26 |
Branch Locations
301 North Center Street, Northville, MI 48167 • United States
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2010-07-02 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Linsco/Private Ledger Corp. | Northville | MI | 08/1989 | Present |
| Fountainhead Financial Management, Inc. | Northville | MI | 10/1998 | Present |
(1) 10/15/1998 - No Business Name - REGISTERED INVESTMENT ADVISOR DBA - FOUNTAINHEAD FINANCIAL MGMT, INC. - INV REL - At Reported Business Location(s) - 40% OF TIME SPENT (2) 05/22/2003 - RANDOLPH CENTER, LLC. - REAL ESTATE RENTAL - INV REL - At Reported Business Location(s) - OWN/RENT REAL ESTATE (3) 05/22/2003 - ALBION FINANCIAL - REFERRAL - INV REL - At Reported Business Location(s) - A MORTGAGE COMPANY TO WHICH I SOMETIMES REFER CLIENTS. CURRENTLY, NO OWNERSHIP OF ALBION. - 2% OF TIME SPENT (4) 04/13/2006 - No Business Name - NON-VARIABLE INSURANCE - INV REL - At Reported Business Location(s) - OUTSIDE INSURANCE - NO TIME SPENT (5) 08/28/2012 - PROCESS PLACEMENT - Family Business - NOT INV REL - At Reported Business Location(s) - AGRICULTURAL AND FOOD PROCESSIING BYPRODUCT & WASTE RECYCLING. FAMILY VENTURE, I SUPPORT MY SON AND DAUGHTER IN THIS VENTURE. MANAGEMENT AND BUSINESS ADVICE. NO REVENUE SO FAR - MINIMAL ACTIVITY - 2% OF TIME SPENT (6) 02/06/2013 - PROCESS CAPITAL PARTNERS, LLC - Family Business - NOT INV REL - At Reported Business Location(s) - LLC AFFILIATED WITH THE PREVIOUSLY APPROVED PROCESS PLACEMENT, LLC. FAMILY OWNED AGRICULTURAL AND FOOD PROCESS RECYCLING. THIS IS PART OF MY FIDUCIARY ROLE IN THE FAMILY TRUST'S OF OUR DECEASED MOTHER AND FATHER AND INCLUDES MY SIBLINGS NAMED BELOW - 5% OF TIME SPENT (7) 03/12/2013 - FOUNTAINHEAD FINANCIAL MANAGEMENT, INC - REGISTERED INVESTMENT ADVISOR DBA - DBA: FOUNTAINHEAD FINANCIAL MANAGEMENT, INC - INV REL - At Reported Business Location(s) - FINANCIAL PLANNING FOR A FIXED FEE OR HOURLY RATE - 33% OF TIME SPENT (8) 08/30/2013 - Fountainhead Financial Management, Inc - DBA for LPL Business (entity for LPL business) - INV REL - At Reported Business Location(s)
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1981-01-15 |
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