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1301 W. Long Lake Rd., Suite 115, Troy, MI 48098 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-01-01 |
Branch Locations
Harbor Springs, MI • United States
1301 W. Long Lake Rd., Suite 115, Troy, MI 48098 • 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 |
|---|---|---|---|---|
| Digital Marketing Technology Group, Llc | Athens | GA | 06/2013 | 08/2017 |
| Monitor My Advisor, Llc Dba Clear Disclosure Partners | Harbor Springs | MI | 06/2015 | Present |
| Rockport Wealth, Llc Dba Rockport Wealth Advisors | Fairview Park | OH | 01/2021 | 05/2025 |
| Financial Advisor Forensics, Llc | Port St Joe | FL | 07/2012 | 09/2016 |
| William Mack & Associates | Troy | MI | 12/2022 | Present |
Managing Member of Monitor My Advisor LLC dba Clear Disclosure Partners a compliance consulting firm serving registered investment advisers. While the time spent on this non-investment activity may vary throughout the year, it accounts for approximately 10% of the registrant's time during market hours. Address: 1485 Kingswood Terrace, Harbor Springs, MI 49740
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-01-06 |
| S63 | Uniform Securities Agent State Law Examination | 1987-07-16 |
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