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Lansing, MI • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-01-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Burr Oak Golf Club | Parma | MI | 01/2021 | 11/2022 |
| First Midwest Advisors | Jackson | MI | 01/2021 | 09/2021 |
| Spring Arbor University | Spring Arbor | MI | 08/2018 | 12/2022 |
| Archbold High School | Archbold | OH | 04/2014 | 06/2018 |
| Cig Financial Services - Kirk Weldy | Archbold | OH | 08/2018 | 05/2020 |
| Affordable Indicators | Suwanee | GA | 05/2021 | 08/2021 |
| Archbold Parks & Recreation | Archbold | OH | 05/2018 | 08/2020 |
| Subway | Archbold | OH | 10/2017 | 06/2018 |
| Thrivent Investment Management Inc | Lansing | MI | 09/2022 | 04/2024 |
| Thrivent Financial | Appleton | WI | 12/2022 | 07/2023 |
| Thrivent Financial | Appleton | WI | 07/2023 | 04/2024 |
| Independent Financial Group, Llc | Archbold | OH | 04/2024 | Present |
| 724 Capital, Llc | Archbold | OH | 04/2014 | Present |
(1) BURR OAK GOLF CLUB POSITION: Pro Shop Attendant NATURE: This is a local public golf course. INVESTMENT RELATED: No NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 0 START DATE: 04/22/2023 ADDRESS: 3491 N Parma Rd, Parma MI 49269, United States DESCRIPTION: I will work inside the pro shop checking golfers in and taking their money that they pay for greens fees, carts, and any snacks, drinks, or merchandise they need. I take tee times over the phone and organize carts and groupings, as well as managing employees in charge of washing and putting away carts when golfers finish. I restock fridges, coolers, and food as needed. (2) CIG FINANCIAL POSITION: Agent/Representative NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 04/01/2024 ADDRESS: 219 N. Defiance Street, Archbold OH 43502, United States DESCRIPTION: Provide clients with financial advisory services. 724 CAPITAL, LLC POSITION: Independent Contractor NATURE: Outside Registered Investment Advisor/Outside IAR INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 05/01/2024 ADDRESS: 219 N. Defiance Street, Archbold OH 43502, United States DESCRIPTION: Provide investment advice, manage investment accounts
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-09 |
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