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5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2022-06-08 |
| TX | RA | APPROVED | 2022-06-08 |
Branch Locations
Grosse Pointe, MI • United States
3250 Auburn Rd Ste 102, Auburn Hills, MI 48326 • United States
5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Auburn Hills | MI | 08/2016 | 06/2022 |
| Bank Of America, N.A. | Auburn Hills | MI | 02/2017 | 06/2022 |
| Kestra Investment Services, Llc | Auburn Hills | MI | 06/2022 | Present |
| Kestra Private Wealth Services Llc | Auburn Hills | MI | 06/2022 | Present |
Business Name: POLARIS PRIVATE WEALTH POSITION: Managing Partner NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 06/01/2022 ADDRESS: 3250 Auburn Rd., Ste. 102, Grosse Pointe MI 48326, United States DESCRIPTION: Manage my client's investment portfolios and funds in accordance to their goals. Provide my clients with investment and financial advice and guidance. Act as a fiduciary. Business Name: SHARBER INVESTMENTS INC POSITION: Owner NATURE: S-Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 32 START DATE: 06/08/2022 ADDRESS: 3250 Auburn Rd, Ste 102, Auburn Hills MI 48326 DESCRIPTION: I am the owner and I provide financial advisory services.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-12-08 |
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