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4341 S. Westnedge Avenue Suite 1201, Kalamazoo, MI 49008 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-01-06 |
Branch Locations
4341 S. Westnedge Avenue Suite 1201, Kalamazoo, MI 49008 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Horter Investment Management, Llc | Portage | MI | 02/2012 | 08/2017 |
| Southwest Michigan Wealth Management, Llc | Portage | MI | 08/2017 | Present |
| Southwest Michigan Financial, Llc | Portage | MI | 06/2011 | Present |
| Financial & Tax Architects, Inc; | St. Louis | MO | 08/2017 | 07/2024 |
| Foundations Investment Advisors, Inc | Phoenix | AZ | 07/2024 | Present |
FULL-TIME BIOTECH SALES SPECIALIST WHO IS ENGAGED IN THE NON-INVESTMENT RELATED BUSINESS OF BIOLOGIC SALES TO THE HEALTH CARE INDUSTRY. STARTED WITH MEDIMMUNE IN MAY 2006.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-12-29 |
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