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Current Employers
Great Lakes Retirement Solutions, Inc.

2135 N. Center Road Suite 1, Saginaw, MI 48603 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-01-01
  • MI RA
    APPROVED
    Since 2025-01-01

Branch Locations

1201 Wallen Street, Midland, MI 48642 • United States

2135 N. Center Road Suite 1, Saginaw, MI 48603 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Smith & Co, Cpa'S, Plc Midland MI 12/1999 Present
Great Lakes Retirement Solutions, Inc. Saginaw MI 02/2018 Present
Other Businesses

SMITH & CO, CPA'S, PLC. - 110 E GROVE STREET, MIDLAND, MI 48640, NON-INVESTMENT RELATED, ACCOUNTING FIRM, CERTIFIED PUBLIC ACCOUNTANT, START DATE: 12/1999, 160/HRS PER MO DURING TRADING HOURS, WORK DONE: ACCOUNTING SERVICES

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-11-03
  • S65 Uniform Investment Adviser Law Examination
    2017-11-03
Other Names
  • Paul Card

View on SEC IAPD

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