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4509 Maplecrest Road, Fort Wayne, IN 46835 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-10-25 |
Branch Locations
315 E Eisenhower Pkwy Suite 303, Ann Arbor, MI 48108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Collier Financial | Ann Arbor | MI | 11/2020 | Present |
| Maripau Wealth Management | Ft. Wayne | IN | 10/2023 | Present |
| Unemployed | Unemployed | MI | 11/2018 | 11/2020 |
| Collier Financial | Ann Arbor | MI | 05/2016 | 11/2018 |
Currently a licensed Insurance Agent. While I am currently not selling any Insurance Policies, I plan to in the future as an insurance agent of Senior Benefits and Planning LLC. DBA Collier Financial; 315 E Eisenhower Pkwy Suite 303, Ann Arbor MI, 48108; Yes, investment related; Insurance sales; Start Date: 11/2020; 5 HRS/Month; 5 HRS/Month During Trading Hours; Duties include Insurance Sales.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-10-23 |
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