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301 Hoover Blvd. Suite 300, Holland, MI 49423 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-05-19 |
Branch Locations
301 Hoover Blvd. Suite 300, Holland, MI 49423 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Regal Investment Advisors | Kentwood | MI | 06/2011 | 01/2024 |
| Regulus, Llc | Kentwood | MI | 01/2014 | 01/2024 |
| West Michigan Advisors | Holland | MI | 05/2025 | Present |
| N/A | Holland | MI | 01/2024 | 05/2025 |
Risk Management Specialist, 301 Hoover Blvd. Suite 300, Holland Michigan 49423; Insurance Sales, started 5/2025. Selling various insurance products (life, annuity, ltc, medical, etc.) to existing and prospective clients of Tamarisk Financial. Will spend 30-40 hours per week, mostly during market hours. Offers insurance products as a solution to meet the needs/goals within individual financial plans, business owner debt protection, cross purchase planning and other scenarios.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-10-21 |
| S63 | Uniform Securities Agent State Law Examination | 1998-04-27 |
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