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1090 North 10Th Street Suite 210, Kalamazoo, MI 49009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2019-02-19 |
Branch Locations
1090 North 10Th Street Suite 210, Kalamazoo, MI 49009 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Plante Moran Financial Advisors | Portage | MI | 06/2005 | 01/2019 |
| Trunorth Capital Management Llc | Kalamazoo | MI | 02/2019 | Present |
Beginning in 2019, as an independent contractor, teach CPA continuing education courses for Surgent CPE. This activity is not investment related. Commitments are expected to be about 20 hours annually. Depending on the date and time of the courses, some may be during securities trading hours.
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