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4020 E. Beltline Ave Ne Ste 103, Grand Rapids, MI 49525 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-10-31 |
Branch Locations
4020 E. Beltline Ave Ne Ste 103, Grand Rapids, MI 49525 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fifth Third Private Bank | Grand Rapids | MI | 12/2010 | 08/2017 |
| Hawthorn Family Wealth | Grand Rapids | MI | 01/2018 | 09/2020 |
| Tamarack Capital Management, Llc | Grand Rapids | MI | 07/2020 | 10/2025 |
| Pnc Bank | Grand Rapids | MI | 10/2017 | 10/2020 |
| Aspen Investment Management Inc. | Grand Rapids | MI | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-09-17 |
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