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One Towne Square Suite 444, Southfield, MI 48076 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-01-21 |
Branch Locations
One Towne Square Suite 444, Southfield, MI 48076 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mass Mutual Life Insurance Company | Cleveland | OH | 05/2016 | 07/2017 |
| Mml Investors Services | Cleveland | OH | 02/2017 | 07/2017 |
| Case Western Reserve University Athletic Department | Cleveland | OH | 09/2014 | 06/2017 |
| Brownlee Lookouts Baseball Club | Kent | OH | 10/2015 | 08/2019 |
| Case Western Reserve University | Cleveland | OH | 08/2013 | 06/2017 |
| Oberlin College | Oberlin | OH | 06/2017 | 01/2018 |
| North Iowa Area Community College | Mason City | IA | 01/2018 | 08/2018 |
| Mercyhurst University | Erie | PA | 08/2018 | 08/2019 |
| Campbell University | Buies Creek | NC | 08/2019 | 08/2020 |
| The University Of Akron | Akron | OH | 08/2020 | 08/2022 |
| South Dakota State University | Brookings | SD | 08/2022 | 07/2024 |
| National Interstate Insurance Company | Richfield | OH | 09/2024 | 05/2025 |
| Advance Capital Management Inc | Independence | OH | 05/2025 | Present |
| Advance Capital Management Inc | Independence | OH | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-20 |
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