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7699 Georgetown Center Drive, Jenison, MI 49428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-01-03 |
Branch Locations
7699 Georgetown Center Drive, Jenison, MI 49428 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Herman Miller | Zeeland | MI | 01/1990 | 06/2020 |
| Straight Path Wealth Management | Jenison | MI | 01/2021 | Present |
| Herman Miller | Zeeland | MI | 06/2020 | 01/2021 |
1) Trustee for the Great Lakes Regional Board of Administration of the Wesleyan Church; Investment related: No; Location of the business: 1200 60th St SE, Kentwood, MI 49508; Description: Religious nonprofit; Position Title: Trustee; Responsibilities Duties: Serve as trustee and in oversight capacity; Start date: 2020-01-01; Hours during trading hours: 1; Hours outside trading hours: 1.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-01-08 |
| S63 | Uniform Securities Agent State Law Examination | 1988-04-01 |
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