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501 N Broadway, St Louis, MO 63102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2022-01-04 |
| TX | RA | APPROVED | 2022-01-04 |
Branch Locations
99 E. 8Th Street 4Th Floor, Holland, MI 49423 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates | Holland | MI | 08/2007 | 12/2021 |
| Stifel Nicolaus & Co Inc | Holland | MI | 01/2022 | Present |
1. Zichterman & Clark LLC; 2593 Kenowa, Byron Center, MI 49315; Commercial real estate rental; Co-owner of commercial real estate; Landlord; 04/02/2018; 5 Hours per Quarter; Not During Securities Trading Hours; Investment-Related. 2. The Vessel Training Center 2593 Kenowa, Bryon Center, MI 49315; Gym training facility; Owner; Allow trainers to use the gym; 11/30/217; 5 Hours per Quarter; Not During Securities Trading Hours; Not Investment-Related. 3. Northcoast Premier Youth Basketball; 2593 Kenowa, Byron Center, MI; Youth Sports; Founder & Director; 2/1/18; 50 hours/month; not during sec trading hours; not investment-related. 4. Northcoast Holdings I LLC; 2593 Kenowa Ave, Byron Center, MI 49315; Holding Company for a share of a Culvers Franchise; Owner; Passive Investor; 09/30/2022; 1 Hour per Month; Not during securities trading hours; Investment-Related. 5. KBL3 LLC; 5510 28th St Grand Rapids, MI 49512; KBL3 LLC; Member; Passive Investor; 10/03/2022; 1 Hour per Month; Not During Securities Trading Hours; Not Investment-Related. 6. KBA Wayland LLC; 4500 Cascade Rd Suite 106 Grand Rapids, MI 49512; Culvers Franchise Location; Member; Passive Investor; 9/30/2022; 1 Hour per Month; Not During Securities Trading Hours; Investment-Related. 7. Northcoast Vision, LLC; 2593 Kenowa Ave Byron Center MI 49315; Holding Company; Owner; 11/02/2023; 1.00hr/month; Not during securities trading hours; Investment-Related 8. Northcoast Premier, LLC; 2593 Kenowa Ave Byron Center MI 49315; Youth Basketball; Founder; Basketball Coach and Program Director; 11/21/2023; 15.00hrs/week; During securities trading hours; Not Investment-Related 9. South Christian Foundation Board; 7979 Kalamazoo Ave Byron Center MI 49315; Board to help build the Foundation program at the high school; Serve on the board to give advice. I will also sit on the investment committee but will not be managing their funds; To be determined, for now just a board member helping them make wise financial choices; 06/06/2024; 8.00hrs/year; Not During Securities Trading Hours; Not Investment-Related. 10. South Christian School Foundation Board, Investment Committee; 7979 Kalamazoo Ave Byron Center MI 49315; schs.org; Investment Committee Member; Give thoughts to the foundation on financial decisions; 06/06/2024; 8.00hrs/year; Not During Securities Trading Hours; Not Investment-Related. 11. Coastal Destinations LLC; 2593 Kenowa Ave Byron Center, MI 49315; Income producing real estate and future second home; Owner/Manager; Owner of a mixed use building in Grand Haven Michigan; 04/17/2026; 60hrs/yr; Not during securities trading hours; Investment related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-04-30 |
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