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My Financial Coach, LLC CRD 290344
$54.1M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
3320 Ridgecrest Road Suite 300, Midland, MI 48642 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| HI | RA | APPROVED | 2018-02-23 |
| MI | RA | APPROVED | 2018-01-03 |
Branch Locations
3320 Ridgecrest Road Suite 300, Midland, MI 48642 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Parkcrest Development, Llc | Midland | MI | 02/1998 | Present |
| Jon Squires Enterprises, Llc | Midland | MI | 02/2012 | Present |
| Kamal'i, Llc | Midland | MI | 12/1969 | Present |
| My Financial Coach, Llc | Midland | MI | 09/2017 | Present |
Parkcrest Development, LC. Owner 50%/50% with wife. Commercial property rental. 1 hour/week. Commission $0 Kamali'i, LLC. Owner 50%/50% with wife. Childcare preschool and daycare center. 1 hour/week. Commission $0 Jon Squires Enterprises, LLC. Owner 50%/50% with brother in law. Commercial property rental. 1 hour/month. Commission $0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-09-07 |
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