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300 Parkland Plaza, Ann Arbor, MI 48103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2010-01-05 |
| CO | RA | APPROVED | 2005-06-30 |
Branch Locations
7222 Commerce Center Drive, Colorado Springs, CO 80919 • United States
300 Parkland Plaza, Ann Arbor, MI 48103 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
1. I HOLD VARIOUS TRADITIONAL APPOINTMENTS WITH VARIOUS TRADITIONAL COMPANIES. 2. Trustee for uncle's trust. Start date: 12/30/20, approx. 2 hrs/mo, all during mkt hrs. 3. DBA - Accenden Wealth LLC, Colorado Springs, CO. Used for financial services practice for securities and insurance. Start date: 1/1/23, approx. 160 hrs/mo. INV REL: Y
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-06-29 |
| S63 | Uniform Securities Agent State Law Examination | 1999-07-30 |
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