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1024 E. Grand River Ave Suite B, Brighton, MI 48116 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2022-12-21 |
Branch Locations
1024 E. Grand River Ave Suite B, Brighton, MI 48116 • United States
Germantown, MD • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Pointe Private Wealth Management, Llc | Troy | MI | 02/2017 | 12/2022 |
| Kis Financial, Llc | Germantown | MD | 04/2006 | Present |
| Caitlin John, Llc | Brighton | MI | 12/2022 | Present |
KIS Financial, LLC, Non-investment related, The office is located from a private residence in Germantown, Maryland, Business focused on college funding solutions and insurance products, Owner and Agent, started in 2006, 20hrs/month, 10hrs/month during securities trading hours, Duties include insurance sales and marketing.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-02-03 |
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