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1997 Annapolis Exchange Parkway Suite 300, Annapolis, MD 21401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-03-14 |
Branch Locations
1997 Annapolis Exchange Parkway Suite 300, Annapolis, MD 21401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Huntington National Bank | Grand Rapids | MI | 04/2011 | 09/2023 |
| Mdrn Capital, Llc | Allendale | MI | 01/2025 | Present |
| Sheldon Cleaners | Kentwood | MI | 12/2023 | 01/2025 |
| Allstate Rivertown Insurance | Grandville | MI | 09/2023 | 12/2023 |
1) Licensed insurance agent; Not investment-related; Allendale, Michigan 49401; Insurance sales; Implementation of insurance; 40 hours per month; 20 during trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-07 |
| S63 | Uniform Securities Agent State Law Examination | 2004-03-02 |
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