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8031 Main Street, Suite 201, Dexter, MI 48130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-08-03 |
Branch Locations
8031 Main Street, Suite 201, Dexter, MI 48130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pearl Planning | Dexter | MI | 05/2026 | Present |
| Pearl Planning | Dexter | MI | 05/2025 | 05/2026 |
| Full Time Student | East Lansing | MI | 07/2016 | 05/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-08-03 |
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