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4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2012-08-16 |
Branch Locations
900 W University Dr Suite D, Rochester, MI 48307 • United States
4135 Nw Urbandale Dr, Urbandale, IA 50322 • USA
2 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 |
|---|---|---|---|---|
| Consolidated Financial Mgmt & Tax Service | Rochester Hills | MI | 03/2006 | Present |
| Brokers International Financial Services Llc | Rochester | MI | 08/2012 | Present |
1.) CONSOLIDATED FINANCIAL MGMT & TAX SERVICE; YES; 900 W UNIVERSITY DR #D ROCHESTER, MI 48307; DBA FOR SECURITIES,FIXED INSURANCE, TAX PREP AND BOOK KEEPING PRACTICE; PRESIDENT; 10/2009; 140; 140; SALE AND SERVICE OF SECURITIES PRODUCT, SALE OF FIXED INSURANCE, DAY TO TO DAY MANAGEMENT OF THE OPERATION. 2.) DIVERSIFIED DESIGN ASSOCIATES; NO; 900 W UNIVERSITY DR #D ROCHESTER, MI 48307; DESIGN ENGINEERING SERVICES; CFO; 03/2009; 20; 0; HANDLE INVOICES AND QUOTING FOR 2 ENGINEERS. 3.)NICHOLAOU & ASSOCIATES; NO; 2901 AMBLESIDE CT. ROCHESTER HILLS, MI 48306; SUB S CORP FOR TAX PURPOSES;PRESIDENT; 03/1997; 5;5; MANAGE OPERATION. 4.)INDEPENDENT INSURANCE AGENT;YES;900 W UNIVERSITY STE D ROCHESTER, MI 48307;FIXED INSURANCE SALES;INDEPENDENT INSURANCE AGENT;3/1997;160;160;SALES OF FIXED INSURANCE PRODUCTS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 2009-06-02 |
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