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403 N. Parkway Ste. 101, Jackson, TN 38305 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-01-29 |
| MI | RA | APPROVED | 2020-08-19 |
Branch Locations
7000 Roosevelt Suite 103, Allen Park, MI 48101 • 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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sagepoint Financial | Allen Park | MI | 12/2011 | Present |
| Silver Oak Securities, Inc. | Jackson | TN | 08/2020 | Present |
INVESTMENT ADVISORY 60% OF Time, Grucz Financial DBA, RICHARD GRUCZ; Non INVESTMENT-RELATED; 7000 ROOSEVELT ALLEN PARK, MI 48101; AGENT; STARTED 09/01/1986; 20 HOURS/ 20 SECURITIES HOURS; LICENSED INSURANCE AGENT SELLING INSURANCE PRODUCTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-08-12 |
| S63 | Uniform Securities Agent State Law Examination | 1986-08-18 |
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