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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2026-07-14 |
| TX | RA | APPROVED_RES | 2024-07-17 |
| MI | RA | APPROVED | 2023-05-22 |
Branch Locations
1550 East Beltline Avenue Southeast, Grand Rapids, MI 49506 • United States
Cedar Springs, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities, Llc | Okemos | MI | 12/2014 | 10/2022 |
| New York Life | Okemos | MI | 12/2014 | 10/2022 |
| Eagle Strategies Llc | Grand Rapids | MI | 10/2016 | 10/2022 |
| Innovia Wealth, Llc | Grand Rapids | MI | 10/2022 | 02/2023 |
| Thrivent Investment Management Inc. | Cedar Springs | MI | 05/2023 | Present |
| Thrivent Financial | Appleton | WI | 05/2023 | Present |
NAIFA MICHIGAN POSITION: President-Elect NATURE: NAIFA - MICHIGAN serves and represents insurance and financial advisors regardless of the products they sell or the focus of their practice. Founded in 1890, NAIFA is a national federation and the largest professional association dedicated to protecting and advancing insurance and financial advisors nationwide. The association's mission is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of its members. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2026 ADDRESS: PO Box 530, DeWitt MI 48820, United States DESCRIPTION: Voting member of the board of directors. My only role is to train for the upcoming President role next calendar year. I have no monetary influence.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-09-14 |
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