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950 W. University, Suite 100, Rochester, MI 48307 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-13 |
| IL | RA | APPROVED | 2026-07-15 |
| MI | RA | APPROVED | 2010-05-03 |
| TX | RA | APPROVED_RES | 2010-04-20 |
Branch Locations
950 W. University, Suite 100, Rochester, MI 48307 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Managed Asset Portfolios | Rochester | MI | 08/2001 | Present |
MANAGED ASSET PORTFOLIOS, 950 WEST UNIVERSITY DRIVE, SUITE 100 ROCHESTER MI 48307, REGISTERED INVESTMENT ADVISOR, ROLE CLIENT RELATIONS MANAGER 5% OWNER, SINCE 8/26/2001, FIND CLIENTS AND PROVIDE CLIENT SERVICE TO MAP SMAS
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2011-12-24 |
| S65 | Uniform Investment Adviser Law Examination | 2000-10-03 |
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