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1625 N Opdyke Rd, Auburn Hills, MI 48326 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-11-13 |
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 |
|---|---|---|---|---|
| Retirement Resources, Llc | Flint | MI | 10/2009 | Present |
| Global Financial Private Capital, Llc | Sarasota | FL | 01/2010 | Present |
REGISTRANT IS ALSO AN INDEPENDENT INSURANCE AGENT. WHILE THE TIME SPENT ON THIS ACTIVITY MAY VARY THROUGHOUT THE YEAR, IT WILL GENERALLY ACCOUNT FOR APPROXIMATELY 20% OF THE REGISTRANT'S TIME.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1985-12-13 |
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