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Current Employers
Simplyria Advisor Network

1024 E. Grand River Ave Suite B, Brighton, MI 48116 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2022-12-19
  • MI RA
    APPROVED
    Since 2022-12-19

Branch Locations

1024 E. Grand River Ave Suite B, Brighton, MI 48116 • United States

New Smyrna Beach, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Assured Investment Planners Troy MI 11/1981 Present
Aip Marketing Alliance Troy MI 01/2000 Present
Guardian Pointe Private Wealth Management, Llc Brighton MI 01/2017 12/2022
Caitlin John, Llc Bighton MI 12/2022 Present
  • 11/1981 → Present
    Assured Investment Planners
    Troy, MI
  • 01/2000 → Present
    Aip Marketing Alliance
    Troy, MI
  • 01/2017 → 12/2022
    Guardian Pointe Private Wealth Management, Llc
    Brighton, MI
  • 12/2022 → Present
    Caitlin John, Llc
    Bighton, MI
Previous Registrations
  • 2017-01-18 → 2022-12-20
    Guardian Pointe Private Wealth Management, Llc
    Brighton, MI
    New Smyrna Beach, FL
Other Businesses

1. AIPMA 2041 E SQUARE LAKE ROAD TROY MI INVST RELATED CHAIRMAN CONDUCT WHOLESALE INSURANCE BUSINESS DIRECTLY WITH PRODUCT SPONSOR/INSURANCE COMPANIES\ STARTED 1998 64 HOURS PER MONTH & 64 HOURS DURING SECURITIES TRADING HOURS 2. DACHRIKI 2041 E SQUARE LAKE TROY MI NON-INVST RELATED OWNER OF A BUILDING/MANAGER STARTED 1996 5 HOURS PER MONTH

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1983-06-29
  • S63 Uniform Securities Agent State Law Examination
    1983-06-29
Designations

View on SEC IAPD

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