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27777 Franklin Road Suite 700, Southfield, MI 48034 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-01-09 |
| SC | RA | APPROVED | 2026-01-09 |
Branch Locations
27777 Franklin Road Suite 700, Southfield, MI 48034 • United States
1248 Springfield Pike Na, Cincinnati, OH 45215-2142 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2024-04-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Julie Mesaros | Summerton | SC | 07/2022 | Present |
| Harnett County Schools | Lillington | NC | 03/2017 | 07/2022 |
| Clovis Municipal School District | Clovis | NM | 06/2014 | 03/2017 |
Julie M. Mesaros; Independent Insurance Agents; Sale of life insurance and annuity products; approx. 120 hours per month; approx. 100 hours per month during trading hours; similar clientele
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-01 |
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