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825 Victors Way Suite 150, Ann Arbor, MI 48108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2014-08-05 |
| TX | RA | APPROVED_RES | 2014-08-04 |
Branch Locations
825 Victors Way Suite 150, Ann Arbor, MI 48108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Arbor Trust Wealth Advisors, Llc | Ann Arbor | MI | 08/2014 | Present |
| Purshe Kaplan Sterling Investments, Inc. | Albany | NY | 08/2014 | 12/2022 |
1. Licensed Insurance Agent; Not Investment Related. 825 Victors Way, Suite 150, Ann Arbor, MI 48108. Insurance. Owner. 12/2014. 4 Hrs/Mo; All During Trading Hours. Analyze Clients Needs for Life, Disability, Long Term Care Insurance. Research Appropriate Insurance for Clients. Obtain Quotes. Help Clients Complete Insurance Applications. Monitor Application Status through the Underwriting Process. Deliver Policies to Clients. 2. FOSDICK LAKE REAL ESTATE HOLDINGS, LLC; NOT INVESTMENT RELATED; 480 HUNTERS CREST DR SALINE, MI 48176; AUTHORIZED MEMBER; 05/2017; 0 HOURS/MONTH 3. Foundation for Saline Area Schools. Not Investment Related. 7265 North Ann Arbor Street, Saline, MI 48176. Public School Foundation. Member of Finance Committee. 12/2017. 5 Hrs/Mo; All During Trading Hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-06-24 |
| S63 | Uniform Securities Agent State Law Examination | 1999-07-27 |
| S65 | Uniform Investment Adviser Law Examination | 1999-07-07 |
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