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2525 Jolly Road, Suite 200, Okemos, MI 48864 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
| FL | RA | APP_PEND_IARCE | 2026-01-01 |
| MI | RA | APP_PEND_IARCE | 2026-01-01 |
| TX | RA | APPROVED | 2019-09-30 |
Branch Locations
2525 Jolly Road, Suite 200, Okemos, MI 48864 • United States
1600 East Beltline Avenue, N.E., Suite 217, Grand Rapids, MI 49525 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cornerstone Wealth Partners,Llc | Grand Rapids | MI | 01/2008 | Present |
| Churchill Mortgage | Grand Rapids | MI | 11/2012 | Present |
CHURCHHILL MORTGAGE; NON-INVESTMENT RELATED; 1600 E. BELTLINE AVE NE, GRAND RAPIDS, MI 49525; LOAN OFFICER/MANAGER; SINCE 2012; SPENDS A MINIMAL AMOUNT OF TIME ON THIS ACTIVITY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-12-12 |
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