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538 Preston Avenue, Meriden, CT 06450-4858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2010-08-11 |
Branch Locations
5 Belleview, Suite 100, Mt. Clemens, MI 48043 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Design Financial | Mt. Clemens | MI | 12/1999 | Present |
| Self | Mt. Clemens | MI | 01/1993 | Present |
| Infinex Investments, Inc. | Mt. Clemens | MI | 07/2010 | Present |
| State Of Michigan | Lansing | MI | 11/2011 | 12/2016 |
| Macomb County Public Works Office | Clinton Township | MI | 01/2017 | 01/2021 |
| Macomb County - Clerk And Register Of Deeds | Mount Clemens | MI | 01/2021 | Present |
1) SELF-EMPLOYED: 5 BELLEVIEW, 100, MT. CLEMENS, MI. RENTAL PROPERTIES. NOT INVESTMENT-RELATED. I AM OWNER. BUSINESS STARTED IN 1993. I OWN AND MANAGE RENTAL PROPERTIES 5 HOURS PER MONTH. 2) DESIGN FINANCIAL INC.: 5 BELLEVIEW, 100, MT. CLEMENS, MI. HEALTH INSURANCE AND GROUP BENEFITS BUSINESS. I AM PRESIDENT. THIS BEGAN 1999. I DEVOTE 80 HOURS PER MONTH TO THIS BUSINESS, 2 HOURS DURING TRADING HOURS. COMPENSATED BY COMMISSIONS. 3.) Clerk and Register of Deeds for Macomb County. Mount Clemens MI. Not investment related. Approx 160 hours per month. I will be the overseer of the Register of Deeds, Clerk of the Courts and elections in the County
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-06-04 |
| S63 | Uniform Securities Agent State Law Examination | 1985-12-02 |
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