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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2022-05-02 |
Branch Locations
41875 West 11 Mile Rd, Ste 205, Novi, MI 48375 • 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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Genesis Financial Partners | Southfield | MI | 04/2001 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 08/2001 | 04/2022 |
| Berry & Maas Consulting, Inc. | Southfield | MI | 04/2003 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 03/2005 | 04/2022 |
| Lpl Financial | Novi | MI | 04/2022 | Present |
1)04/27/2022 - GENESIS FINANCIAL PARTNERS - DBA for LPL Business - Inv Rel - At Reported Business Location(s) 2)04/27/2022 - Non Variable Insurance - Agent - Term Life, Disability, LTC - Paid Out At Carrier Level - Inv Rel - At Reported Business Location(s) 3)04/27/2022 - BERRY & MAAS CONSULTING, INC - Business Entity for Tax-Investment Purposes - Non-Inv Rel - At Reported Business Location(s) 4)04/27/2022 - MMRB Holdings, LLC - Owner - Inv Rel - Start: 10/2015 5) 01/10/2023 - Maas & Associates INC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date: 01/06/2023 - 5 Hours Per Month/0 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-07-07 |
| S63 | Uniform Securities Agent State Law Examination | 1999-04-05 |
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