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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2022-01-19 |
Branch Locations
10850 E Traverse Hwy Ste 5575, Traverse City, MI 49684 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Huntington National Bank | Traverse City | MI | 07/2016 | 10/2018 |
| The Huntington Investment Company | Traverse City | MI | 06/2016 | 10/2018 |
| Jp Morgan Chase Bank, N.A. | Traverse City | MI | 11/2018 | 01/2019 |
| J.P. Morgan Securities Llc | Traverse City | MI | 11/2018 | 01/2019 |
| Td Ameritrade | Traverse City | MI | 01/2019 | 09/2019 |
| Unemployed | Traverse City | MI | 10/2019 | 10/2020 |
| Raymond James Financial Services Inc. | Traverse City | MI | 10/2020 | 12/2020 |
| Alliance America Corporation | University Park | FL | 08/2021 | 12/2021 |
| United Advisors America | Prosper | TX | 08/2020 | 12/2021 |
| Unemployed | Traverse City | MI | 01/2021 | 07/2021 |
| Wells Fargo Clearing Services, Llc | Traverse City | MI | 12/2021 | Present |
LIGHTBULB VENTURES LLC ; INV RELATED; TRAVERSE CITY, MI; CREATE INNOVATIONS IN IDEAS/PRODUCTS;100% OWNERSHIP;START DATE: 02/27/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING; LIGHT BULB VENTURES LLC; INV RELATED;TRAVERSE CITY,MI; PRODUCT INNOVATION IDEA;100% OWNERSHIP; START DATE: 02/27/2025; 5 HRS PER MONTH; 0 HRS DURING TRADING; GOD IN SCIENCE; NOT INV RELATED;TRAVERSE CITY,MI; PHYSICS-THEOLOGY COMPARATIVE MANUSCRIPT; START DATE: 08/24/2026; 5 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-01-03 |
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