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2525 Jolly Road, Suite 200, Okemos, MI 48864 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-02-11 |
| TX | RA | APPROVED_RES | 2025-02-07 |
| CA | RA | APPROVED | 2024-03-21 |
| GA | RA | APPROVED | 2020-10-16 |
Branch Locations
3040 State Street, Peachtree City, GA 30269 • United States
2525 Jolly Road, Suite 200, Okemos, MI 48864 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Federal Aviation Administration | Mather | CA | 01/2014 | 11/2019 |
| Federal Aviation Administration | Peachtree City | GA | 11/2019 | 06/2022 |
| Cornerstone Wealth Partners, Llc | Okemos | MI | 10/2020 | Present |
| Churchill Mortgage | Grand Rapids | MI | 10/2021 | Present |
The Cottages at Laurel Brooke; Short term rental property; Non-investment related; Owner; Since 2023; 20 hours/month. LB Golf Carts; Golf cart rentals; Non-investment related; Owner; Since 2025; 2 hours/month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-06-26 |
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