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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-03-31 |
Branch Locations
3480 28Th Street Se, Grand Rapids, MI 49512-1602 • United States
Ada, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Minnesota Life Insurance Company | St Paul | MN | 08/2020 | 10/2021 |
| Securian Financial Services Inc | St Paul | MN | 08/2020 | 10/2021 |
| Securian Financial Advisors Of The Great Lakes | Okemos | MI | 08/2020 | 10/2021 |
| Sparrow Michigan Athletic Cub | East Lansing | MI | 07/2015 | 01/2017 |
| Michigan State University - Baseball | East Lansing | MI | 08/2016 | 05/2019 |
| Complete Nutrition | Lansing | MI | 09/2017 | 02/2018 |
| Michigan State University | East Lansing | MI | 08/2015 | 05/2019 |
| San Francisco 49Ers | Santa Clara | CA | 07/2019 | 02/2020 |
| N/A | East Lansing | MI | 03/2020 | 07/2020 |
| San Francisco 49Ers | Santa Clara | CA | 07/2016 | 09/2016 |
| San Francisco 49Ers | Santa Clara | CA | 07/2017 | 09/2017 |
| San Francisco 49Ers | Santa Clara | CA | 07/2018 | 09/2018 |
| Charles Schwab & Co., Inc. | South Barrington | IL | 11/2021 | 11/2023 |
| Charles Schwab Bank, Ssb | South Barrington | IL | 11/2021 | 11/2023 |
| Fidelity Investments | Grand Rapids | MI | 12/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-16 |
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