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Lansing, MI • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-08-24 |
Branch Locations
Lansing, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jackson National Life Distributors Llc | Franklin | TN | 03/2000 | 01/2020 |
| Silver Oak Securities, Inc. | Jackson | TN | 04/2020 | 01/2021 |
| Family Office Planning Distributors | Nashville | TN | 01/2021 | 04/2021 |
| The Leaders Group, Inc. | Littleton | CO | 01/2021 | 04/2021 |
| Lpl Financial Llc | Brentwood | TN | 04/2021 | 06/2024 |
| Genwealth Financial Advisors | Brentwood | TN | 04/2021 | 09/2022 |
| Independent Advisor Alliance | Brentwood | TN | 09/2022 | 03/2023 |
| Virtue Capital Management, Llc | Brentwood | TN | 06/2024 | 10/2024 |
| Bonsai Advisors Llc | Boulder | CO | 10/2024 | 07/2026 |
| The Leaders Group Inc | Summit | NJ | 04/2025 | 07/2026 |
| 724 Capital, Llc | Nashville | TN | 08/2026 | Present |
1.) INDEPENDENT INSURANCE AGENT - 3/18/25 - 1630 30th Street, Suite A-227, Boulder, CO 80301 - Independent Insurance Agent, Helping people with life and annuities, Not Invt Rel, Life insurance & annuity business, 5 hrs/mo; 5 hrs/mo (during trading hours). 2.) Christian Paul Von Allmen has been the President of Compass Pointe Homeowners Association since approximately 2022.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-11-11 |
| S63 | Uniform Securities Agent State Law Examination | 1999-11-30 |
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