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Michael Erik Carmona

Diversified Portfolios, Inc.

Bloomfield Hills, MI

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Current Employers
Diversified Portfolios, Inc.

39520 Woodward Avenue Suite 200, Bloomfield Hills, MI 48304 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2023-07-18
  • MI RA
    APPROVED
    Since 2023-07-18

Branch Locations

39520 Woodward Avenue Suite 200, Bloomfield Hills, MI 48304 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Planning Alternatives Ltd Bloomfield Hills MI 03/2020 09/2021
Isto Advisors Troy MI 08/2019 03/2020
White Pine Investment Company Livonia MI 12/2015 08/2019
Planning Alternatives Ltd Birmingham MI 09/2021 06/2023
Diversified Portfolios, Inc. Bloomfield Hills MI 07/2023 Present
Previous Registrations
Designations
Other Names
  • Michael Erik Carmona

View on SEC IAPD

Other Firms

ENGLISH CAPITAL MANAGEMENT LLC
SCHWARTZ & CO.
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
HIDDEN CAPITAL MANAGEMENT, LLC
PROSPERITY WEALTH STRATEGIES LLC
QUARTON CAPITAL PARTNERS
SPARTAN WEALTH MANAGEMENT

Other Investors

JANETTE LEIGH SCHAD
ROMAIN HUBERT DUCASSE
Jacob Cole Herman
Thomas Jack Schwartz
NICOLE LEE HOAG
GABRIEL STEPHEN BESHARA
Spencer Christian Eick
Gregory John Schwartz

Other Offices

ENGLISH CAPITAL MANAGEMENT LLC · BLOOMFIELD HILLS, MI
SCHWARTZ & CO. · BLOOMFIELD HILLS, MI
GREGORY J. SCHWARTZ & CO., INC. · BLOOMFIELD HILLS, MI
LPL FINANCIAL LLC · BIRMINGHAM, MI
J.P. MORGAN SECURITIES LLC · BLOOMFIELD HILLS, MI
HIDDEN CAPITAL MANAGEMENT, LLC · BLOOMFIELD HILLS, MI
PROSPERITY WEALTH STRATEGIES LLC · Bloomfield Hills, MI
QUARTON CAPITAL PARTNERS · BIRMINGHAM, MI

More in Bloomfield Hills, MI

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