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6020 East Fulton Street, Ada, MI 49301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2025-08-22 |
| WI | RA | APPROVED | 2024-07-25 |
| MD | RA | APPROVED | 2024-03-27 |
| PA | RA | APPROVED | 2024-02-06 |
| NC | RA | APPROVED | 2023-01-13 |
| AZ | RA | APPROVED | 2022-05-03 |
| FL | RA | APPROVED | 2022-01-05 |
| VA | RA | APPROVED | 2021-09-15 |
| SC | RA | APPROVED | 2021-06-21 |
| OH | RA | APPROVED | 2021-06-01 |
| IN | RA | APPROVED | 2020-07-15 |
| MI | RA | APPROVED | 2018-01-03 |
Branch Locations
6020 East Fulton, Ada, MI 49301 • USA
728 Pleasant St. #4, St Joseph, MI 49085 • United States
206 Court St. Ste A, Saint Joseph, MI 49085 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Whirlpool Corporation | Benton Harbor | MI | 07/1987 | Present |
| Hartwell & Wolf | Saint Joseph | MI | 10/2017 | 10/2018 |
| Usa Financial Securities | Ada | MI | 10/2017 | Present |
| Wolf Advisory Services, Llc | Kalamazoo | MI | 10/2018 | Present |
1) WOLF ADVISORY SERVICES, LLC, WOLF FINANCIAL ADVISORY - 728 PLEASANT ST. SUITE 4, SAINT JOSEPH, MI 49085. STARTED 04/10/2019. FINANCIAL ADVISOR. LIFE INSURANCE AND ANNUITY SALES. INVESTMENT RELATED. 15 HRS PER MONTH DEVOTED TO BUSINESS. 15 HOURS PER MONTH DEVOTED DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-12-29 |
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