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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-20 |
| MI | RA | APPROVED | 2022-11-04 |
Branch Locations
7700 Byron Center Ave Sw, Byron Center, MI 49315 • United States
Hudsonville, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hantz Financial Services | Southfield | MI | 05/2012 | 10/2022 |
| Ameriprise Financial Services, Llc | Byron Center | MI | 10/2022 | Present |
Outside Employment; Jaycob Willis Holdings LLC; Supporting advisors on the operations end, overseeing flows, placing trades, Naviplan work, and management of the investment models.; Manage advisory business; 7700 Byron Center Ave SW, , Byron Center, MI, 49315; Investment-Related; 10/24/2022; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-10-17 |
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