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3980 Old Milton Parkway, Alpharetta, GA 30005 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-03-07 |
Branch Locations
3120 South Blvd., Bloomfield Twp., MI 48304 • United States
13854 Lakeside Circle, Sterling Heights, MI 48313 • United States
3980 Old Milton Parkway, Alpharetta, GA 30005 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Culvers | Lake Orion | MI | 08/2016 | 10/2017 |
| Woodside Bible Church | Troy | MI | 06/2016 | 05/2017 |
| Gibbs Wealth Management, Llc | Troy | MI | 02/2024 | Present |
| Orfin & Associates | Troy | MI | 10/2017 | Present |
| Mipro Wealth Management Inc | Troy | MI | 02/2024 | Present |
Orfin and Associates Writing Agent and Client Service Manager Insurance Investment Related Start Date: 10.2017 80 hours/month 4 hours/month during trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-10-27 |
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