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1819 Main St. Suite 404, Sarasota, FL 34236 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-05-12 |
| MN | RA | APPROVED | 2025-05-12 |
| TX | RA | APPROVED_RES | 2020-02-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Retirement Wealth Advisors | Grand Rapids | MI | 05/2015 | 10/2019 |
| Campbell Wealth Advisors, Llc | Sarasota | FL | 01/2013 | Present |
| Rm Investment Strategies, Llc | Grand Rapids | MI | 08/2022 | Present |
1) INSURANCE AGENT; INVESTMENT RELATED, 12800 WHITEWATER DRIVE, SUITE 100, MINNETONKA, MN 55343; INSURANCE SALES;INDEPENDENTLY SELL INSURANCE, ANNUITIES, LIFE INSURANCE, INVESTMENT ADVISORY; HOURS DEDICATED: 5 HOURS A WEEK (3 HOURS A WEEK DURING TRADING HOURS, 2 HOURS DURING NON-TRADING) 2) CEO; INVESTMENT RELATED; GRAND RAPIDS, MI; RM INVESTMENT STRATEGIES, LLC; 40 HOURS PER MONTH DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-03-30 |
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