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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-09-05 |
Branch Locations
3135 South State Street Suite 208, Ann Arbor, MI 48108 • United States
30600 Telegraph Road Suite 2191, Bingham Farms, MI 48025 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Polk And Associates, Plc | Bingham Farms | MI | 10/1998 | Present |
| Avantax Advisory Services | Bingham Farms | MI | 09/2023 | 09/2025 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
POLK AND ASSOCIATES PLC POSITION: Partner and Director of Tax NATURE: Public Accounting Firm and provide accounting, compliance, consulting and attest service to individuals and private and public companies. INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 10/05/1998 ADDRESS: 30600 Telegraph Road, Suite 2191, Bingham Farms MI 48025, United States DESCRIPTION: Duties include but not limited to client responsibilities, tax department director, real estate niche leader and firm management
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-01-27 |
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