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300 Parkland Plaza, Ann Arbor, MI 48103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-05-22 |
| IN | RA | APPROVED | 2006-08-21 |
Branch Locations
3706 Lake City Highway, Warsaw, IN 46580 • United States
300 Parkland Plaza, Ann Arbor, MI 48103 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
Financial Concepts: sells various types of fixed Life Insurance products through various Insurance Companies. FORT WAYNE SPORT CLUB YOUTH SOCCER INC.; MEMBER OF THE BOARD OF DIRECTORS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-04-19 |
| S63 | Uniform Securities Agent State Law Examination | 1986-01-10 |
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