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100 Quannapowitt Pkwy Suite 402, Wakefield, MA 01880 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2020-01-02 |
Branch Locations
100 Quannapowitt Pkwy Suite 402, Wakefield, MA 01880 • United States
3001 W Big Beaver Suite 302, Troy, MI 48084 • United States
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 |
|---|---|---|---|---|
| Abg Portfolio Strategies, Inc. | Bingham Farms | MI | 02/1999 | 12/2019 |
| Alliance Benefit Group Of Michigan | Bingham Farms | MI | 04/1976 | Present |
| Valmark Securities, Inc. | Akron | OH | 01/2012 | Present |
| Valmark Advisers, Inc. | Akron | OH | 02/2012 | 12/2019 |
City of Bloomfield Hills, MI. Board Member for Zoning Board of Appeals . 5 hours per month reviewing zoning appeals issues. Start date 1.1.2022. Non compensated position, not investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-12-18 |
| S63 | Uniform Securities Agent State Law Examination | 1983-12-08 |
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