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Grand Rapids, MI • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-11-25 |
Branch Locations
935 Kings Highway Suite 300, West Deptford, NJ 08086 • United States
Grand Rapids, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Safe Harbor | Philadelphia | PA | 11/2009 | Present |
| Horter Investment Management, Llc | Cincinnati | OH | 06/2015 | 11/2025 |
| Luminist Capital, Llc | Grand Rapids | MI | 11/2025 | Present |
SAFE HARBOR FINANCIAL; NON-INVESTMENT RELATED; 935 Kings Highway, Suite 300, West Deptford, NJ 08086; INDEPENDENT MARKETING ORGANIZATION; BUSINESS DEVELOPMENT; APPROX. 160/MONTH ALL DURING SECURITIES EXCHANGE HOURS; DUTIES: RESPONSIBLE FOR ALL PROJECT/PROGRAM IMPLEMENTATION. MAINTAINS RELATIONSHIPS WITH WHOLESALERS, IMPLEMENTS MARKETING CAMPAIGNS FOR PRODUCTS, CARRIERS, SYSTEMS, ETC. WORKS WITH MARKETERS AND AGENTS TO BRING FRESH AND INNOVATIVE SALES IDEAS AND CONCEPTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-09-10 |
| S63 | Uniform Securities Agent State Law Examination | 2005-03-14 |
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