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4295 Okemos Rd. #120, Okemos, MI 48864 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-05-09 |
Branch Locations
13215 Se Mill Plain Blvd Suite C8-321, Vancouver, WA 98684 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-04-25 |
Branch Locations
13215 Se Mill Plain Blvd Suite C8-321, Vancouver, WA 98684 • United States
3 disclosure categories 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 |
|---|---|---|---|---|
| Cardinal Investment Advisors, Llc | Okemos | MI | 08/2008 | Present |
| Cardinal Investment Advisors, Llc | Okemos | MI | 08/2008 | Present |
| Sigma Planning Corporation | Ann Arbor | MI | 08/2024 | 09/2024 |
| Advisor Share Wealth Management, Llc | Vancouver | WA | 10/2024 | Present |
11/1997 TO PRESENT - shareholder of TransPac, LLC which takes 2 hours per month. President of CarsINC, a 501 c 3 charity in which we give cars to single mothers to help them get a job or keep a job. It takes about 2 hours a week.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-09-27 |
| S63 | Uniform Securities Agent State Law Examination | 1983-03-16 |
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