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300 Parkland Plaza, Ann Arbor, MI 48103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2010-01-05 |
Branch Locations
860 E Broad Street Suite G, Elyria, OH 44035 • 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 MENTORING FOUNDATION - OWNER - 10%. AGENT FOR VARIOUS INSURANCE COMPANIES - 20%. ROBERT A. WILBER RETIREMENT INVESTING (DBA). Notary Public, Lorain County, OH. Providing notary services on an as-needed basis. Commission began 6/27/22 and ends on 6/26/27. INV REL: N
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-09-14 |
| S63 | Uniform Securities Agent State Law Examination | 1992-07-16 |
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