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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-06-29 |
Branch Locations
41 S. High Street, Columbus, OH 43215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-10-02 |
Branch Locations
Fremont Main 2 West Main St., Fremont, MI 49412 • United States
National Advice Center Osj 1600 Bethel Rd., Columbus, OH 43220 • United States
Fremont, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fifth Third Bank | Fremont | MI | 05/2019 | 04/2022 |
| Huntington National Bank | Muskegon | MI | 07/2018 | 05/2019 |
| Sams Club | Muskegon | MI | 01/2017 | 04/2018 |
| Fifth Third Securities | Fremont | MI | 10/2020 | 04/2022 |
| Edward Jones | St Louis | MO | 04/2022 | 10/2022 |
| J.P. Morgan Securities Llc | Grand Haven | MI | 11/2022 | 12/2023 |
| Jpmorgan Chase Bank, N.A. | Grand Haven | MI | 11/2022 | 12/2023 |
| Meijer Stores | Fremont | MI | 07/2021 | 08/2021 |
| Speedway | Fremont | MI | 06/2018 | 07/2018 |
| Schulte Hospitality | Muskegon | MI | 08/2017 | 11/2017 |
| Target | Muskegon | MI | 11/2016 | 01/2017 |
| Cato Corporation | Muskegon | MI | 06/2016 | 11/2016 |
| Unemployed | Hesperia | MI | 05/2018 | 05/2018 |
| Fidelity Investments | Westlake | TX | 12/2023 | 09/2025 |
| Fidelity Investments | Boston | MA | 03/2025 | 09/2025 |
| The Huntington Investment Company | Fremont | MI | 09/2025 | Present |
| Ameriprise Financial Services, Llc | Fremont | MI | 06/2026 | Present |
NAME:Tiktok POSITION:Tiktok affiliate NATURE: Social Media INVESTMENT RELATED: No NUMBER OF HOURS: 5-10 SECURITIES TRADING HOURS: 0 START DATE: 11/1/2024 ADDRESS:4573 W Baseline Rd Fremont, MI 49412 DESCRIPTION: Get some samples of products for free and post videos that can gain commissions on products, other misc content creation for fun, and can promote products in a storefront for sales. NAME: Walmart POSITION: Walmart Affiliate Associate NATURE:Social Media Associate for Walmart.com INVESTMENT RELATED: No NUMBER OF HOURS: 5-10 SECURITIES TRADING HOURS: 0 START DATE: 1/1/2025 ADDRESS:Remote - 4573 W Baseline Rd Fremont MI 49412 DESCRIPTION: Social media content creation to link products from walmart.com and storefront for commissions. NAME: Amazon POSITION: Digital Influencer Amazon Affiliate NATURE: Social Media Influencer for Amazon products INVESTMENT RELATED: No NUMBER OF HOURS: 5-10 SECURITIES TRADING HOURS: 0 START DATE: ADDRESS: remote - 4573 W Baseline Rd Fremont MI 49412 DESCRIPTION: Publish content with links to products on Amazon.com or storefront to gain commission. NAME: Airbnb/ Vrbo POSITION: Rental Property NATURE:Short term rental online of cottage INVESTMENT RELATED: No NUMBER OF HOURS: 0-5 SECURITIES TRADING HOURS: 10-20 START DATE: 10/6/2025 ADDRESS: 7476 Birch Rd Hesperia, MI 49421 DESCRIPTION: hospitality, booking, and maintenance of home for guests. NAME: SWC Digital & Affiliate Marketing POSITION: Associate NATURE: Affiliate marketing INVESTMENT RELATED: No NUMBER OF HOURS: 0-5 SECURITIES TRADING HOURS:0 START DATE: 7/1/2025 ADDRESS: Remote - 4573 West Baseline Rd Fremont MI 49412 DESCRIPTION: Program you can buy for courses on social media digital and affiliate marketing resources. Can complete courses at leisure and sell SWC course for commission
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-07-07 |
| S63 | Uniform Securities Agent State Law Examination | 2021-05-13 |
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