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301 Hoover Blvd. Suite 300, Holland, MI 49423 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-08-31 |
| MI | RA | APPROVED | 2021-02-18 |
Branch Locations
301 Hoover Blvd. Suite 300, Holland, MI 49423 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Holland | MI | 02/2013 | 04/2021 |
| West Mighigan Advisors, Llc | Holland | MI | 02/2021 | 05/2025 |
| Tamarisk Financial, Llc | Holland | MI | 05/2025 | Present |
(1.) Holland Free Health Clinic; Holland, MI; Nature of the Business: Non Profit Org; Founder/Leadership; Position/Title: President; Start Date: 03/19/2012; 5 hours per month devoted to this business; 1 hour per month devoted to this business during trading hours; Description of Duties: Board of Directors. (2.) C-4 Investors LLC; Partner; Start Date: 09/01/2021; 1 hour per month devoted to this business: 0 hours per month devoted to this business during trading hours; Description of duties: Financial Partner, no day to day responsibilities. (3.) Insurance Sales - Agent; At Reported Business located; Start Date: 02/2013; 5 hours per month devoted to this business; 5 hours per month devoted to this business during trading hours; Description of duties: Services and sells various lines of non-securities insurance products and fixed annuities. (4.) Green Apex LLC; Member/Mananger; Start Date: 09/2025; 1 hour per month devoted to this business; 0 hours per month devoted to this business during trading hours; Description of duties: Member, Manager, no day to day responsibilities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-01-11 |
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