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1024 E. Grand River Ave Suite B, Brighton, MI 48116 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-06 |
| MI | RA | APPROVED | 2025-01-06 |
Branch Locations
1024 E. Grand River Ave Suite B, Brighton, MI 48116 • United States
Bonita Springs, FL • United States
1024 E. Grand River Ave Suite B, Brighton, MI 48116 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-06 |
| MI | RA | APPROVED | 2025-01-06 |
Branch Locations
1024 E. Grand River Ave Suite B, Brighton, MI 48116 • United States
Bonita Springs, FL • 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 |
|---|---|---|---|---|
| Caitlin John, Llc | Brighton | MI | 01/2011 | Present |
| A Smarter Way To Invest, Inc, | Brighton | MI | 10/2012 | Present |
| Entry Point Advisor Network | Brighton | MI | 10/2013 | Present |
| Guardian Pointe Private Wealth Management, Llc | Brighton | MI | 07/2016 | 12/2022 |
| Peace Of Mind Private Wealth Management, Llc. | Brighton | MI | 12/2021 | 12/2022 |
Ronald J. Briggs, Jr. of Briggs Financial Group Wealth Advisors ("BFG") as the DBA for investment advisory services facilitated through Caitlin John, LLC. since 07/2022. This business is investment-related and is located at 1024 E. Grand River Ave STE B, Brighton, MI 48116. He spends 80 hours/month and 2 hours daily during securities trading hours in this business. Ronald J. Briggs Jr. is the Founder, Chief Executive Officer & Chief Investment Strategist for A Smarter Way to Invest, Inc. (ASWTI) since 04/2013. ASWTI is strictly a Third-Party Investment Advisor (TPIA) or commonly known as a Third-Party Portfolio or Asset Manager. It does not make investments, insurance or legal recommendations, or sales to Retail Clients. ASWTI only works with IARs of RIA Firms or Institutions, not individual Clients. This business is investment-related and is located at 1024 E. Grand River Ave STE B, Brighton, MI 48116. He spends approximately 40 hours/month and 1 hour daily during securities trading hours in this business. Ronald J. Briggs Jr. is an independent insurance agent for Entry Point Advisor Network with a DBA of Elite Advisors Edge since 10/2013 for fixed life and annuity products through various insurance companies. This business is non-investment related and is located at 1024 E. Grand River Ave STE B, Brighton, MI 48116. He spends less than 10 hours/month and 0 hours daily during trading hours in this business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-10-01 |
| S63 | Uniform Securities Agent State Law Examination | 1990-10-10 |
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