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38 Commerce Avenue Sw Suite 310, Grand Rapids, MI 49503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-03-30 |
Branch Locations
38 Commerce Avenue Sw Suite 310, Grand Rapids, MI 49503 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Flagstar Bank | Grandville | MI | 06/2014 | 05/2019 |
| Comerica Securities | Grand Rapids | MI | 05/2019 | 11/2023 |
| Ameriprise Financial Services, Llc | Grand Rapids | MI | 11/2023 | 03/2026 |
| Hill Island Financial Llc | Grand Rapids | MI | 03/2026 | Present |
1) Licensed insurance agent; Investment-related; Grand Rapids, MI, 49503; License maintained for implementation of insurance recommendations; No activity conducted; 0 hours per month, 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-07-02 |
| S66 | Uniform Combined State Law Examination | 2004-07-23 |
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