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Current Employers
Old Mission Investment Company, Llc

880 Munson Avenue Suite B, Traverse City, MI 49686 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-03-31
  • MI RA
    APPROVED
    Since 2025-03-31

Branch Locations

880 Munson Avenue Suite B, Traverse City, MI 49686 • 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
Plante Moran Financial Advisors Southfield MI 03/2015 08/2018
Sculati Wealth Management, Llc Bloomfield Hills MI 11/2018 05/2024
Sandbox Financial Partners Llc Traverse City MI 06/2024 03/2025
Old Mission Investment Company, Llc Traverse City MI 03/2025 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-03-04
  • S65 Uniform Investment Adviser Law Examination
    2017-03-04

View on SEC IAPD

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