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300 Parkland Plaza, Ann Arbor, MI 48103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2003-11-19 |
Branch Locations
300 Parkland Plaza, Ann Arbor, MI 48103 • United States
11649 Stonebrook Pl., Fishers, IN 46038 • 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.
1. I HOLD VARIOUS LIFE AND HEALTH APPOINTMENTS WITH SEVERAL DIFFERENT COMPANIES IN THE INSURANCE BUSINESS. INSURANCE INCOME ABOUT $1000 PER YEAR 2. MUSICIAN - CLASSIC ROCK BAND: 4HRS/MO, ABOUT $300 TO $500 PER YEAR.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-08-12 |
| S63 | Uniform Securities Agent State Law Examination | 1985-02-18 |
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