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300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-06-30 |
Branch Locations
65 S. 20Th St, Battle Creek, MI 49015 • United States
855 Marshall Street, Allegan, MI 49010 • United States
200 N. Kalamazoo, Paw Paw, MI 49079 • United States
4320 Stadium Drive, Kalamazoo, MI 49008 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Portage | MI | 09/2017 | 03/2018 |
| Pnc Wealth Management | Kalamazoo | MI | 02/2015 | 06/2017 |
| Oak Point Wealth Management Llc | Portage | MI | 06/2017 | 02/2018 |
| Mass Mutual Life Insurance Company | Grand Rapids | MI | 04/2018 | 08/2018 |
| Mml Investors Services | Grand Rapids | MI | 05/2018 | 08/2018 |
| Consumers Credit Union | Kalamazoo | MI | 08/2018 | 06/2023 |
| Cuso Financial Services, Lp | San Diego | CA | 08/2018 | 06/2023 |
| Pnc Investments | Paw Paw | MI | 06/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-24 |
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