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4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-01-01 |
Branch Locations
2822 West Shore Drive, Holland, MI 49424 • United States
4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allegiant Financial, Inc. | Miami | FL | 06/2007 | Present |
| Allegiant Securities, Llc | Miami | FL | 06/2007 | Present |
| Allegiant Asset Management, Llc | Miami | FL | 11/2007 | Present |
| Humana | Grand Rapids | MI | 10/2007 | Present |
| U.S. Capital Management, Llc | Holland | MI | 11/2007 | Present |
| Global Retirement Partners, Llc | San Rafael | CA | 11/2023 | Present |
U.S. CAPITAL MANAGEMENT, LLC, 160 152ND AVENUE, HOLLAND, MI 49424. STARTED 11/2007, OWNER. FIXED INSURANCE PRODUCTS. 70% OF TIME DEVOTED. HUMANA, 5555 GLENWOOD HILLS, SUITE 150, GRAND RAPIDS, MI 49512. STARTED 10/2007, INDEPENDENT SALES REPRESENTATIVE. SELLING OF HUMANA'S MEIDCARE ADVANTAGE HEALTH PLANS AND PRESCRIPTION DRUG PLANS. 30% OF TIME DEVOTED.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-11-21 |
| S66 | Uniform Combined State Law Examination | 2008-01-23 |
| S63 | Uniform Securities Agent State Law Examination | 2001-08-16 |
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