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300 Parkland Plaza, Ann Arbor, MI 48103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-01-12 |
Branch Locations
300 Parkland Plaza, Ann Arbor, MI 48103 • United States
120-B Church St., Zeeland, MI 49464 • United States
No disclosure categories reported as “Yes” on this SEC record.
1. DBA - Symmetra Advisors LLC for securities and insurance business. 2. AS AN INDEPENDENTLY LICENSED INSURANCE AGENT, I AM APPOINTED WITH VARIOUS INSURANCE COMPANIES. 3. Sale of Badger Meter water testing equipment, Milwaukee, WI. Will be working remote. Start date: 12/1/21, approx. 120 hrs/mo, 70% during mkt hrs. Not investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-10-10 |
| S63 | Uniform Securities Agent State Law Examination | 2004-05-19 |
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