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Harbor Springs, MI • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2020-06-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Michigan Securities, Inc. | Southfield | MI | 03/2005 | 05/2020 |
| Meridian Asset Management | Harbor Springs | MI | 06/2020 | Present |
| Michigan Advisors, Inc. | Southfield | MI | 03/2005 | 05/2020 |
Individual insurance Agent - Independent contractor taxed at personal tax id (social security) number. Health and Life insurance sales through appointments with various insurance companies. Fixed annuity sales is considered investment related activity. First insurance licensed in October of 2004. Approximately 20 hours per week, 80 hours per month. Approximately 2 hours per day during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-11-15 |
| S63 | Uniform Securities Agent State Law Examination | 1983-06-02 |
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