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148 E Grand River Ave., Williamston, MI 48895 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2019-03-18 |
Branch Locations
148 E Grand River Ave., Williamston, MI 48895 • United States
Geneva, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ipi Wealth Management, Inc | Decatur | IL | 05/2013 | 03/2019 |
| Investment Planners, Inc | Decatur | IL | 05/2013 | 03/2019 |
| Capital Asset Advisory Service | Haslett | MI | 03/2019 | Present |
1/27/12-PRESENT-THE PRIZANT GROUP LTD-39W849 Kellar Square Geneva IL, 60134-PRESIDENT -CONSULTING -20 HRS PER WEEK-4 HRS DURING TRADING MARCH 1989-FINRA DISPUTE RESOLUTION ARBITRATOR IN CHICAGO. PAID PER SESSION AN HONORARIUM.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-04-25 |
| S63 | Uniform Securities Agent State Law Examination | 1986-07-22 |
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