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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-07-27 |
Branch Locations
2552 Us Hwy 41 W Ste. 400, Marquette, MI 49855 • United States
Crystal Lake, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| River Valley Bank & Investments | Marquette | MI | 09/2011 | 07/2026 |
| Valic Financial Advisors, Inc. | Auburn Hills | MI | 11/2011 | 07/2026 |
| Agia | Houston | TX | 12/2022 | 07/2026 |
| Lincoln Investment | Fort Washington | PA | 07/2026 | Present |
Storm Property Management LLC Position: Managing Member, Partner, Member, Owner Nature: Rental Property Investment Related: Yes Hours: 2 Securities Trading Hours: 1 Start Date: 4/1/2026 Address: 2572 US Hwy 41 W Suite C Marquette, MI 49855 Description: Monitor rent and monthly expenses SDK Properties LLC Position: Managing Member, Partner, Member, Owner Nature: Residential Real Estate Investment Related: Yes Hours: 1 Securities Trading Hours: 0 Start Date: 5/1/2016 Address: 340 N Brown Ave Negaunee, MI 49866 Description: Monitor rent and expenses. Dissolving this entity in 3 months Name: Storm Wealth Strategies, LLC; Investment Related: Yes; Address: 2552 US Hwy. 41 W. Suite 400, Marquette, MI 49855; Nature: Tax and Accounting Purposes; Title: Member, Managing Member, Co-Owner; Start: 07/24/2026; 160; 160; Duties: DBA for Lincoln Business. Journaling Lincoln Commissions for tax/accounting purposes.; First Apostolic Lutheran Church Position: Board Member Nature: Religious/Non-Profit/Church Investment Related: No Hours: 2 Securities Trading Hours: 0 Start Date: 2/1/2018 Address: 1700 US Hwy 41 Ishpeming, MI 49849 Description: 1 of 9 chairmen for the church board (not involved in finances)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-12-14 |
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