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40 Pearl St., Nw, Suite 500, Grand Rapids, MI 49503-3026 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2018-09-13 |
Branch Locations
40 Pearl St., Nw, Suite 500, Grand Rapids, MI 49503-3026 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dma Group, Inc. (Dba Gimbal Capital Management) | Grandville | MI | 04/2004 | 07/2018 |
| Norris Perne & French Llp | Grand Rapids | MI | 09/2018 | Present |
| Paralel Distributors Llc | Denver | CO | 08/2025 | Present |
| Npf Investment Advisors | Grand Rapids | MI | 09/2018 | Present |
I am an investment advisor with NPF Investment Advisors, a registered investment advisor at 40 Pearl St NW Ste 500 in Grand Rapids, MI. I started working at NPF in September 2018 and devote about 200 hours/mo to this business, nearly all of which are during securities trading hours (aprox. 160 hours). I am responsible for investment advisory services for clients, supervision & management of personnel who deliver advisory and clerical services to clients, as well as compliance functions for the firm.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-09-05 |
| S65 | Uniform Investment Adviser Law Examination | 2010-02-02 |
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