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300 Parkland Plaza, Ann Arbor, MI 48103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-10-14 |
| IN | RA | APPROVED | 2005-10-26 |
Branch Locations
2940 South 7Th, Terre Haute, IN 47802 • United States
300 Parkland Plaza, Ann Arbor, MI 48103 • 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.
1. I HOLD VARIOUS TRADITIONAL APPOINTMENTS WITH VARIOUS TRADITIONAL COMPANIES. 2. LOVE FINANCIAL SERVICES INC. - financial, insurance, and accounting services, 2940 S 7TH, TERRE HAUTE, IN, 40 HRS/MO. 3. ESTATE PLANNING; WORK WITH AN ATTORNEY. 4. OWNS RENTAL PROPERTY. 5. NOTARY
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-05-26 |
| S63 | Uniform Securities Agent State Law Examination | 1984-01-26 |
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