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210 Jones St Ste. 104, Dubuque, IA 52001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2019-02-15 |
Branch Locations
221 W. Webster Suite 400, Muskegon, MI 49440 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brickley Delong Pc | Muskegon | MI | 01/1990 | Present |
| Investment Alliance, Llc | Muskegon | MI | 01/2011 | 02/2019 |
| Hk Financial Services, Inc. | Dubuque | IA | 02/2019 | Present |
(1) I am a Partner and Accountant with Brickley DeLong, Inc., a regional CPA firm. I am located at 316 Morris Ave., Suite #500, Muskegon, MI 49440. I have been with the CPA firm since 01/1990. I work approximately 160 hours a month. I provide services that are typical of public accounting, including tax return preparation, consulting, and bookkeeping to a variety of different clients and businesses. Most of my work is during securities trading hours. My employment is not securities-related or investment-related. 2)KEEDA LASKO TRUST POSITION: Trustee NATURE: Trustee of Keeda Lasko trust. Trust will not allow distribution of funds until keeda is 25 years old INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 04/04/2023 ADDRESS: 221 W. Webster, Suite 400, Muskegon MI 49440, United States DESCRIPTION: Through avantax i will invest the funds until Keeda in 25 years old.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-02-14 |
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