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Rapid City, MI • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-07-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cary Stamp & Company/Commonwealth Financial Network | Traverse City | MI | 01/2024 | 04/2025 |
| Craig Wealth Advisors Llc/Raymond James | Alden | MI | 02/2009 | 01/2024 |
| Crystal Coast Wealth Advisors Llc | Rapid City | MI | 05/2025 | Present |
| The Leaders Group Inc | Summit | NJ | 07/2025 | Present |
1.) CRYSTAL COAST WEALTH ADVISORS LLC - 7/1/25 - 201 State Street, Charlevoix, MI 49720- Managing Member & Chief Compliance Officer, IAR/Provide advice and recommendations of securities and financial products which will meet client needs (retirement, legacy planning, college planning, etc), Invt Rel, RA, 200 hrs/mo; 162.50 hrs/mo (during trading hours). 2.) AUTHOR - 11/1/2017 - 1131 SW Torch Lake Drive, Rapid City, MI 49676 - Author, Wrote book in 2017, Not Invt Rel, Book on investment planning, 1 hr/mo; 0 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-01-31 |
| S63 | Uniform Securities Agent State Law Examination | 2000-04-19 |
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