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34 Fountain Square Plaza Md 1090Xb, Cincinnati, OH 45263 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-03-03 |
Branch Locations
2384 84Th St., Byron Center, MI 49315 • United States
530 Baldwin St., Jenison, MI 49428 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ej Mousel Insurance Agency | Fremont | MI | 01/2016 | 10/2017 |
| State Farm Vp Management Corp. | Fremont | MI | 01/2015 | 12/2017 |
| Choice One Bank | Kent City | MI | 12/2017 | 10/2023 |
| Lpl Financial Llc | Kent City | MI | 12/2017 | 10/2019 |
| Infinex Investments, Inc. | Meriden | CT | 11/2019 | 10/2023 |
| Mml Investors Services, Llc | Grand Rapids | MI | 01/2024 | 02/2025 |
| Massmutual Life Insurance Co | Grand Rapids | MI | 01/2024 | 02/2025 |
| Fifth Third Bank | Jenison | MI | 02/2025 | Present |
| Fifth Third Securities | Jenison | MI | 02/2025 | Present |
| Unemployed | Sand Lake | MI | 10/2023 | 01/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-09-19 |
| S63 | Uniform Securities Agent State Law Examination | 1999-12-13 |
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