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522 N Main St Ste 200, Milford, MI 48381 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-10-01 |
Branch Locations
522 N Main St Ste 200, Milford, MI 48381 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Blueforce Investors, Llc/Southeastern Advisory Group, Inc. | Atlanta | GA | 06/2007 | Present |
| Charles Schwab & Co., Inc. | Indianapolis | IN | 03/2013 | 08/2025 |
| Schwab Wealth Advisory, Inc. | Indianapolis | IN | 03/2013 | 08/2025 |
| Retiremitten | Milford | MI | 09/2025 | Present |
BLUEFORCE INVESTORS, LLC, START DATE 01/01/2007. ATLANTA, GA. PRINCIPAL. INCOME PRODUCING REAL ESTATE INVESMENTS. BLUEFORCE INVESTORS BEGAN 01/01/07 AND WAS ULTIMATELY INCORPORATED IN 11/09. HOURS PER MONTH LESS THAN 20.NATURE OF THE BUSINESS REAL ESTATE/PROPERTY MANAGEMENT.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-12-17 |
| S63 | Uniform Securities Agent State Law Examination | 1987-08-11 |
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