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475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-02-13 |
Branch Locations
2610 Horizon Dr. Se Ste 110, Grand Rapids, MI 49546 • United States
475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gradient Securities, Llc | Arden Hills | MN | 03/2015 | 05/2018 |
| Security Benefits Center, Llc | Grand Rapids | MI | 02/2013 | Present |
| Compass Insurance Agency | Kentwood | MI | 01/2016 | 04/2017 |
| Iams Wealth Management, Llc | Elkhorn | NE | 05/2018 | 02/2025 |
| Simplicity Wealth | Summit | NJ | 02/2025 | Present |
1) DBA SECURITY BENEFITS CENTER LLC; INVT REL; 2350 32 ST SE, SUITE 100, KENTWOOD, MI 49508; OWNER; START 02/2013; 40 HRS/MO; 40 HRS/MO DURING TRADING; DBA FOR ADVISORY SERVICES. 2) DBA SECURITY BENEFITS CENTER INSURANCE; INVT REL; 2350 32 ST SE, SUITE 100, KENTWOOD, MI 49508; INSURANCE AGENT; START 04/2017; 20 HRS/MO; 20 HRS/MO DURING TRADING; INSURANCE SALES. 3) SECURITY BENEFITS CENTER LLC; NON-INVT REL; 2350 32 ST SE, SUITE 100, KENTWOOD, MI 49508; TAX PREPERATION SERVICES, UNCLAIMED ASSET SERVICES; 15 HRS/MO; 10 HRS/Mo DURING TADING. 4) Outsourced Estate Planning Software Services Through Legacy Lock; Estate Planning Software for both clients and businesses; 04/2023; Non-Investment Related.10hours per month, 5 during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-08-03 |
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