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2651 Warrenville Road Suite 200, Downers Grove, IL 60515 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2021-11-02 |
Branch Locations
201 West Big Beaver Road Suite 1001, Troy, MI 48084 • United States
2651 Warrenville Road Suite 200, Downers Grove, IL 60515 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Detroit Symphony Orchestra | Detroit | MI | 02/2016 | 12/2017 |
| Lpl Financial | Troy | MI | 01/2018 | Present |
| Highpoint Advisor Group D/B/A Kennedy Financial Group | Troy | MI | 01/2018 | 10/2019 |
| Highpoint Advisor Group D/B/A Kennedy Financial Group | Troy | MI | 10/2019 | Present |
If Walls Could Talk, LLC - October 2016 to present, 33.33% ownership in a rock cover band, 28 hours/month, Clinton Township, MI
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-10-22 |
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