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134 W State Street Suite 200, Traverse City, MI 49684 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-01-02 |
Branch Locations
134 W State Street Suite 200, Traverse City, MI 49684 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Traverse City | MI | 07/2023 | 12/2023 |
| Cambridge Investment Research, Inc. | Traverse City | MI | 05/2023 | 08/2023 |
| Family First Life | Traverse City | MI | 12/2022 | 05/2023 |
| The Larkin Group | Traverse City | MI | 01/2022 | 12/2022 |
| Jeremy Simpson Insurance | Wilmington | NC | 09/2018 | 01/2022 |
| Tw Management | Traverse City | MI | 07/2017 | 09/2018 |
| Lochenheath Golf Club | Williamsburg | MI | 05/2017 | 07/2017 |
| Walton Weber Rodes Poolside | Traverse City | MI | 01/2017 | 05/2017 |
| The Westmoor Club | Nantucket | MA | 05/2016 | 01/2017 |
| Cambridge Investment Research Advisors, Inc. | Traverse City | MI | 08/2023 | 12/2023 |
| Spwm Advisors Llc | Traverse City | MI | 01/2024 | Present |
SPWM INSURANCE AGENCY LLC, 134 W STATE ST, SUITE 200, TRAVERSE CITY, MI, 11/2023, INDEPENDENT INSURANCE AGENT, Not investment related, 15 HR/MO, 15 HR/MO TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-08 |
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