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825 Victors Way Suite 150, Ann Arbor, MI 48108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-05-01 |
Branch Locations
825 Victors Way Suite 150, Ann Arbor, MI 48108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Arbor Trust Wealth Advisors Llc | Ann Arbor | MI | 05/2023 | Present |
| Bank Of Ann Arbor | Ann Arbor | MI | 08/2011 | 04/2023 |
1) Ann Arbor Area Community Foundation; investment-related; 301 N Main St Suite 300, Ann Arbor, MI 48104; Investment and Finance Committee Member; 02/2022; 1 hour per month 2) Ninety Nine LLC; investment-related; Michigan; Family Trusts; Investment Committee Member and Trust Protector; 02/09/2026; 1 hour per month; none during trading hours; Oversee investments in the family trusts made by the current investment advisor and act as a trust protector to oversee duties carried out by the current trustee i.e. ensuring beneficiaries are able to access funds for needs that are allowed per the trust documents.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-12-17 |
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