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1555 Broadway St, Detroit, MI 48226 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-18 |
Branch Locations
1555 Broadway St, Detroit, MI 48226 • United States
8180 Pensacola Boulevard Suite 201, Pensacola, FL 32534 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Iron Plan Solutions Group, Llc | Pensacola | FL | 06/2014 | Present |
| Integrity Advisory Solutions | Pensacola | FL | 03/2024 | 10/2024 |
| Legal Shield | Pensacola | FL | 10/2017 | Present |
| Aspen Creek Wealth Management | Southlake | TX | 11/2024 | 03/2026 |
| Signal Advisors Wealth, Llc | Detroit | MI | 02/2026 | Present |
1. Iron Plan Solutions Group, LLC; Investment-related; 8180 Pensacola Blvd Suite 207, Pensacola, FL 32534; Fixed index annuities and life insurance sales; CEO, Agent & Paraplanner; 6/01/2014; 120 hours per month; 100 hours during trading hours; Plan preparation and execution. Applications, Follow-up. Contract delivery and annual reviews.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-10-30 |
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