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10238 E Cherry Bend Rd, Traverse City, MI 49684 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2021-04-30 |
Branch Locations
10238 E Cherry Bend Rd, Traverse City, MI 49684 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors | Traverse City | MI | 07/2006 | 04/2021 |
| Blueprint Partners, Llc | Traverse City | MI | 04/2021 | Present |
| Blueprint Legacy | Traverse City | MI | 04/2021 | Present |
| Gm, Llc | Traverse City | MI | 04/2021 | Present |
1) Owner; Blueprint Legacy LLC; Investment Related: Yes; Location: Traverse, MI; Description of the business: This LLC receives compensation from fixed insurance products.; Responsibilities Duties: Assist clients in the underwriting process for life, disability, long term care fixed insurance products; Start date with business: 2021-04-30; Hours devoted to business during trading hours: 5; Hours devoted to business outside trading hours: 5 2) Owner; MaxJack LLC; Investment Related: No; Location: 8032 MAPLELEAF DR; Description of the business: This LLC owns our old home, which is a long term rental and the checking account that pays the expenses of the property.; Responsibilities Duties: Dealing with the tenant, coordinating maintenance of the property.; Start date with business: 2013-10-01; Hours devoted to business outside trading hours: 2
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-10-13 |
| S63 | Uniform Securities Agent State Law Examination | 2006-09-07 |
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