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7889 Red Arrow Highway, Stevensville, MI 49127 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2021-02-09 |
Branch Locations
7889 Red Arrow Highway, Stevensville, MI 49127 • United States
667 West Main Suite A, Benton Harbor, MI 49022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| True Blue Financial, Llc | Stevensville | MI | 07/2017 | 08/2020 |
| Crowe Horwath, Llp | South Bend | IN | 08/2015 | 06/2017 |
| Lpl Financial, Llc | Stevensville | MI | 06/2017 | Present |
| True Blue Financial, Llc | Stevensville | MI | 01/2019 | Present |
| True Blue Tax, Llc | Stevensville | MI | 07/2017 | Present |
1. 08/01/2017 - RICHARD MARTIN III/ OTHER-NOTARY/ NOT INVESTMENT RELATED/ 0%/ STEVENSVILLE, MI 2. 09/11/2020 - TRUE BLUE FINANCIAL/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ INVESTMENT RELATED/ 0%/ STEVENSVILLE, MI 3. 5/7/2021 - True Blue Financial - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Licensed Admin. - Started 01/01/2021 - 160 Hours Per Month/8 Hours During Securities Trading - I provide administrative support to True Blue Financial, an independent investment advisor firm. I started this business activity in 01/2021. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4. 9/8/2021 - True Blue Tax - DBA: True Blue Financial - Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - Certified Public Accountant - Started 05/01/2021 - 60 Hours Per Month/2 Hours During Securities Trading - Tax preparation and planning.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-23 |
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