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880 Munson Avenue Suite B, Traverse City, MI 49686 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-03-31 |
Branch Locations
880 Munson Avenue Suite B, Traverse City, MI 49686 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-03-04 |
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