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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-04-27 |
Branch Locations
927 Columbia Ave W Suite A, Battle Creek, MI 49015 • United States
1611 W Centre Ave Suite 102, Portage, MI 49024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services Inc | Troy | MI | 08/2015 | 12/2016 |
| Unemployed | Royal Oak | MI | 01/2017 | 12/2017 |
| Commonwealth Financial Network | Waltham | MA | 01/2018 | 08/2020 |
| Commonwealth Financial Network | Waltham | MA | 08/2020 | 04/2026 |
| Allegiant Wealth Strategies | Battle Creek | MI | 01/2018 | Present |
| Empower Divorce Consulting | Battle Creek | MI | 05/2020 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 04/2026 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 04/2026 | Present |
1. NAME OF OTHER BUSINESS: ALLEGIANT WEALTH STRATEGIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 01/2018 POSITION/TITLE/RELATIONSHIP: WEALTH ADVISOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL SERVICES 2. NAME OF OTHER BUSINESS: EMPOWER DIVORCE CONSULTING INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: DIVORCE PLANNING SERVICES START DATE: 05/2020 POSITION/TITLE/RELATIONSHIP: DIVORCE CONSULTANT APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 1 BRIEF DESCRIPTION OF DUTIES: PROVIDE PLANNING SERVICES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-05-05 |
| S66 | Uniform Combined State Law Examination | 2000-12-06 |
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