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301 Hoover Blvd. Suite 300, Holland, MI 49423 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-06-04 |
Branch Locations
301 Hoover Blvd. Suite 300, Holland, MI 49423 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Manistee | MI | 07/2012 | 05/2019 |
| Independent Financial Partners | Manistee | MI | 03/2014 | 05/2024 |
| Ifp Securities, Llc | Manistee | MI | 05/2019 | 05/2024 |
| West Michigan Advisors, Llc | Holland | MI | 06/2024 | Present |
(1.) Resthaven; Investment Related; 948 Washington Ave, Holland, MI 49423; Non-Profit; Investment Committee Member; Start Date: 8/1/2025; 8 hours devoted yearly, none during trading hours; I will not make any investment decisions but may make recommendations to the board as it pertains to the advice it receives from the investment manager.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-10-18 |
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