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3150 Livernois Rd. Suite 175, Troy, MI 48083 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-01-09 |
| NC | RA | APPROVED | 2021-01-11 |
Branch Locations
3150 Livernois Rd. Suite 175, Troy, MI 48083 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Plante Moran | Grand Rapids | MI | 01/2016 | 01/2020 |
| Taylor & Morgan Asset Management | Flint | MI | 02/2020 | Present |
Consultant; Taylor & Morgan, CPA; investment related: No; Location: 2302 Stonebridge Dr Bldg D Flint MI 48083 USA; Description of the business: Accounting firm performing tax, audit, and consulting services.; Responsibilities Duties: I consult on tax and business transactions for clients completing or contemplating a transaction.; Start date with business: 2022-09-30; Hours per month devoted to business during trading hours: 20; Hours per month devoted to business outside trading hours: 20; Percentage of total yearly compensation expected to be derived from the business: 0; Consultant; Taylor Capital, LLC; investment related: Yes; Location: 2302 Stonebridge Dr Bldg D Flint MI 48532 USA; Responsibilities Duties: Responsible for investment analysis, financial reporting, and other real estate related items. ; Start date with business: 2022-09-30; Hours per month devoted to business during trading hours: 20; Hours per month devoted to business outside trading hours: 30; Percentage of total yearly compensation expected to be derived from the business: 30;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-11-25 |
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