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JEFFREY DAVID BITTNER
CRD#: 4654005
IA
Investment Adviser
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Previous Broker
MARINER WEALTHCRD#: 140195 39500 HIGH POINTE BLVD
SUITE 300
NOVI, MI 48375
Registration History
19961998200020022004200620082010201220142016201820202022202420262 FIRMS2007 - 2008 (<1 year)2 FIRMS2008 - 2008 (<1 year)2 FIRMS2008 - 2010 (2 years)2 FIRMS2010 - 2012 (1 year)2 FIRMS2012 - 2012 (<1 year)2 FIRMS2014 - 2016 (2 years)2 FIRMS2016 - 2019 (2 years)IAMARINER WEALTH (CRD# 140195)2019 - Present (5 years)BMML INVESTORS SERVICES, INC. (CRD# 10409)2004 - 2007 (3 years)BHANTZ FINANCIAL SERVICES, INC. (CRD# 46047)2003 - 2004 (<1 year)IAMAINSTAY CAPITAL MANAGEMENT, LLC (CRD# 109528)2013 - 2014 (<1 year)
Disclosure(s)
View By:
11/27/1996
Criminal
Final Disposition
License(s)

State Registrations

IA
Michigan 4/8/2019

Current Registration(s)
IA
MARINER WEALTH (CRD#:140195)
39500 HIGH POINTE BLVD SUITE 300, NOVI, MI 48375
Registered with this firm since 4/8/2019

Previous Registration(s)
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05/04/2016 - 04/01/2019 LINCOLN FINANCIAL ADVISORS CORPORATION (CRD#:3978) SOUTHFIELD, MI
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05/02/2016 - 04/01/2019 LINCOLN FINANCIAL ADVISORS CORPORATION (CRD#:3978) SOUTHFIELD, MI
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02/10/2014 - 03/31/2016 INVESTMENT CENTERS OF AMERICA, INC. (CRD#:16443) FARMINGTON HILLS, MI
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02/06/2014 - 03/31/2016 INVESTMENT CENTERS OF AMERICA, INC. (CRD#:16443) FARMINGTON HILLS, MI
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03/27/2013 - 02/13/2014 MAINSTAY CAPITAL MANAGEMENT, LLC (CRD#:109528) GRAND BLANC, MI
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03/09/2012 - 11/21/2012 TIAA-CREF ADVICE AND PLANNING SERVICES (CRD#:20472) SOUTHFIELD, MI
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03/08/2012 - 11/21/2012 TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CRD#:20472) SOUTHFIELD, MI
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11/23/2010 - 02/02/2012 MORGAN STANLEY SMITH BARNEY LLC (CRD#:149777) BIRMINGHAM, MI
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11/22/2010 - 02/02/2012 MORGAN STANLEY SMITH BARNEY (CRD#:149777) BIRMINGHAM, MI
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10/01/2008 - 10/21/2010 J.P. MORGAN SECURITIES LLC (CRD#:79) GROSSE POINTE, MI
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10/01/2008 - 10/21/2010 J.P. MORGAN SECURITIES LLC (CRD#:79) GROSSE POINTE, MI
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07/21/2008 - 10/01/2008 J. P. MORGAN SECURITIES INC. (CRD#:18718) DETROIT, MI
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07/21/2008 - 10/01/2008 J.P. MORGAN SECURITIES INC. (CRD#:18718) DETROIT, MI
IA
10/12/2007 - 07/01/2008 CHASE INVESTMENT SERVICES CORP. (CRD#:25574) HUNTINGTONWOOD, MI
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09/20/2007 - 07/01/2008 CHASE INVESTMENT SERVICES CORP. (CRD#:25574) HUNTINGTONWOOD, MI
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05/19/2004 - 08/23/2007 MML INVESTORS SERVICES, INC. (CRD#:10409) CLARKSTON, MI
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05/26/2003 - 01/12/2004 HANTZ FINANCIAL SERVICES, INC. (CRD#:46047) SOUTHFIELD, MI
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Broker
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Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.