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1146 South Washington Avenue, Lansing, MI 48910 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2025-11-17 |
| CO | RA | APPROVED | 2025-05-29 |
| KY | RA | APPROVED | 2021-03-17 |
| NH | RA | APPROVED | 2021-03-16 |
| OH | RA | APPROVED | 2020-12-06 |
| IN | RA | APPROVED | 2020-08-04 |
| FL | RA | APPROVED | 2020-07-17 |
| IL | RA | APPROVED | 2020-05-06 |
| MI | RA | APPROVED | 2020-04-20 |
| TX | RA | APPROVED_RES | 2020-04-20 |
Branch Locations
1146 South Washington Avenue, Lansing, MI 48910 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Life Ins Co | Lansing | MI | 01/2013 | Present |
| Princor Financial Services Corp | Lansing | MI | 01/2013 | Present |
| The Centennial Group | Lansing | MI | 05/2014 | Present |
| Washington Avenue Advisors | East Lansing | MI | 02/2016 | Present |
1. Independent insurance agent conducting insurance business through various insurance carriers and broker general agencies (BGAs), including life, disability, long-term care, health insurance, and fixed insurance/annuity products. Compensation is received directly and/or indirectly through Washington Avenue Advisors in the form of commissions and/or fees, depending on product type. • Business Name: Washington Avenue Advisors • Title: Independent Insurance Agent • Start Date: April 2020 • Investment Related: No • Compensation: Insurance commissions and/or fees, depending on product type • Hours/Month:1 hour 2. Partner; L&P Properties, LLC; Investment Related: Yes; Location: Trumble Group, 6850 N. Aurelius Rd., Lansing, MI 48911; Description: Real estate investment company formed to own and hold commercial real estate. Responsibilities include assisting with tenant placement, identifying and evaluating potential property acquisitions, and supporting grant funding opportunities related to investment properties. Day-to-day property management and operations are performed by Trumble Group. Start Date: 2015-10-01; During Trading Hours: 1; Outside Trading Hours: 2. 3. Partner; LPT Holdings, LLC; Investment Related: Yes; Location: Trumble Group, 6850 N. Aurelius Rd., Lansing, MI 48911; Description: Holding company maintaining ownership interests associated with a Class C liquor license. Responsibilities are limited to passive ownership and periodic oversight as a partner. Day-to-day management and administrative activities are performed by Trumble Group; Start Date: 2017-12-19; During Trading Hours: 1; outside trading hrs: 0 4. Partner; Beemans Block, LLC; Investment Related: Yes; Location: Bob Reid Property Management, 110 W. Michigan Ave., Suite 750, Lansing, MI 48933; Description: Real estate investment company formed to own and hold commercial real estate, including property occupied by Washington Avenue Advisors. Responsibilities are limited to passive ownership and periodic oversight as a partner. Day-to-day property management and operations are performed by Bob Reid Property Management; Start Date: 2019-04-03; During Trading Hours: 1; outside trading hrs: 0 5. Partner; Reo Ventures, LLC; Investment Related: Yes; Location: Trumble Group, 6850 N. Aurelius Rd., Lansing, MI 48911; Description: Real estate investment company formed to own and hold commercial real estate. Responsibilities include assisting with tenant placement, identifying and evaluating potential property acquisitions, and supporting grant funding opportunities related to investment properties. Day-to-day property management and operations are performed by Trumble Group. Start Date: 2021-01-15; during trading hrs: 2; outside trading hrs: 3;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-04-09 |
| S63 | Uniform Securities Agent State Law Examination | 2001-11-17 |
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