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878 S Grove St., Ypsilanti, MI 48198-6345 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2011-01-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wolakota Financial Advisors | Ypsilanti | MI | 07/2006 | Present |
ALL OF THE FOLLOWING AT THE CURRENT ADDRESS - 878 S GROVE YPSILANTI, MI 48198: 1. OPERATING UNDER WOLAKOTA FINANCIAL ADVISORS - NON-SECURITIES RELATED - TAX PREPARATION & PLANNING - SEASONAL ON-GOING SINCE 2006 - JAN - APRIL - 3/4 TIME - TAX PREPARER AND PLANNER. 2. OPERATING UNDER WOLAKOTA FINANCIAL ADVISORS - NON-SECURITIES RELATED - PSYCHOANALYTIC PSYCHOTHERAPY AND PSYCHOANALYSIS - ON-GOING SINCE 1976 - YEAR ROUND - 1/4 OF MY TIME - COMPLETELY SEPARATE CLIENTELE FROM FINANCIAL PLANNING/TAX PREP BUSINESS. I SERVE AS A PSYCHOTHERAPIST WITH A SPECIALTY IN MONEY RELATED ISSUES
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1982-10-20 |
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