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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-15 |
| MI | RA | APPROVED | 2022-07-19 |
Branch Locations
608 S Washington Ave Ste 200, Lansing, MI 48933 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 11/2012 | 03/2019 |
| Northwestern Mutual Investment Services, Llc | East Lansing | MI | 12/2013 | 03/2019 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 03/2017 | 03/2019 |
| Ameritas Investment Corp. | Lincoln | NE | 05/2019 | 07/2022 |
| Ameritas Life Insurance Corp. | Lincoln | NE | 05/2019 | 07/2022 |
| Castle Financial Partners | Holt | MI | 03/2019 | 07/2022 |
| Mcneilly Financial | Dewitt | MI | 12/2012 | 07/2022 |
| Ameritas Advisory Services, Llc | Lincoln | NE | 11/2021 | 07/2022 |
| Principal Life Insurance Company | Lansing | MI | 07/2022 | Present |
| Principal Securities Inc | Lansing | MI | 07/2022 | Present |
| Centennial Group | Lansing | MI | 07/2022 | Present |
**INSURANCE POSITION: Fixed Insurance NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 30 START DATE: 09/28/2022 ADDRESS: 608 S. Washington Ave, STE 200, Lansing MI 48933, United States DESCRIPTION: Sales of fixed insurance to include: Fixed life, Fixed annuities, Medical, Disability, LTC, P&C **MMBP POSITION: President NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 4 START DATE: 04/01/2026 ADDRESS: 5700 W. Mount Hope Hwy, Lansing MI 48917, United States DESCRIPTION: I will act as President of a networking group. I will have leadership and decision-making responsibilities to direct and navigate our group through its fiscal year. There is no sales involved.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-09-15 |
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