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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-03-05 |
| MI | RA | APPROVED | 2020-03-12 |
Branch Locations
3196 Kraft Ave Se Ste 101, Grand Rapids, MI 49512 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank Na | Grand Rapids | MI | 07/2016 | 09/2019 |
| Jpmorgan Securities Llc | Grand Rapids | MI | 07/2016 | 09/2019 |
| Principal Life Insurance Company | Grand Rapids | MI | 09/2019 | Present |
| Principal Securities Incorporated | Grand Rapids | MI | 09/2019 | Present |
| Edge Wealth Management | Grand Rapids | MI | 08/2021 | Present |
**Fixed Insurance; Investment Related; Grand Rapids, MI; Agent; Life, LTC, DI; Start Date: 10/16/2019; 2 hrs per month; 8 during trading hours. **EDGE WM DBA POSITION: Edge Wealth Management NATURE: FEE BASED FINANCIAL PLANNING, LIFE / ANNUITIES, MUTUAL FUNDS / SECURITIES /VA/VL, DI/A&H INSURANCE INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 100 START DATE: 01/01/2024 ADDRESS: 3916 KRAFT AVENUE SE, GRAND RAPIDS MI 49512, United States DESCRIPTION: THE DBA IS A FULL-SERVICE WEALTH MANAGEMENT FIRM. PRODUCTS WE UTILIZE: SECURITIES, FEE BASED FINANCIAL PLANNING, FIXED AND VARIABLE ANNUITIES, 401(K) PLAN MANAGEMENT - 3(21) SERVICES, LIFE INSURANCE. TITLE: MANAGING PARTNER.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-03-11 |
| S63 | Uniform Securities Agent State Law Examination | 2016-10-10 |
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