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MJ RETIREMENT

CARMEL, IN · CRD 164328 · IAPD ↗ · mjretirement.com, https · 317-805-7500

$5.49BRegulatory AUM
7Advisory reps
11Employees
0Clients
26-50Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

51
April 2025 — MJ RETIREMENT notice-filed in CO, OH, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
April 2025 — MJ RETIREMENT reports 26-50 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
30
April 2024 — MJ RETIREMENT changed its website from procourseadv.com to mjretirement.com, https.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
60
April 2024 — PROCOURSE FIDUCIARY ADVISORS, LLC is now doing business as MJ RETIREMENT.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.