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10800 Sikes Place Suite 110, Charlotte, NC 28277 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-07-10 |
Branch Locations
Fort Gratiot, MI • United States
10800 Sikes Place Suite 110, Charlotte, NC 28277 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brookstone Capital Management | Wheaton | IL | 03/2018 | 03/2021 |
| Great Lakes Insurance | Port Huron | MI | 09/2013 | 05/2022 |
| Insight Folios | Fort Gratiot | MI | 03/2021 | Present |
| Legacy Life Financial | Dr., Fort Gratiot | MI | 06/2022 | Present |
Legacy Life Financial: Investment Related - Yes: 4044 Stoney Creek Dr., Fort Gratiot, MI 48059: Sales of Life and Health Insurance and Annuity Products: Insurance Producer since 6/2022
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-02-20 |
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