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2135 N. Center Road Suite 1, Saginaw, MI 48603 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-09-05 |
Branch Locations
2135 N. Center Road Suite 1, Saginaw, MI 48603 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Full Time Student | Bay City | MI | 11/2012 | 06/2017 |
| Solcomm | Saginaw | MI | 06/2017 | 10/2018 |
| Aflac | Saginaw | MI | 10/2018 | 05/2019 |
| 1800 Hansons | Saginaw | MI | 05/2019 | 12/2020 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 12/2020 | 05/2022 |
| Northwestern Mutual Investment Services Llc | Mt Pleasant | MI | 03/2021 | 05/2022 |
| Richmark Private Wealth Management | Frankenmuth | MI | 11/2022 | 03/2023 |
| Premier Financial Group | Saginaw | MI | 05/2022 | Present |
| Great Lakes Retirement Solutions, Inc. | Saginaw | MI | 04/2023 | Present |
NAME OF THE OTHER BUSINESS: PREMIER FINANCIAL GROUP; WHETHER THE BUSINESS IS INVESTMENT-RELATED: NO; THE ADDRESS OF THE OTHER BUSINESS: 5090 STATE ST, SAGINAW, MI 48603 SUITE D101; THE NATURE OF THE OTHER BUSINESS: IT'S A DBA AS INDEPENDENT LIFE INSURANCE PRODUCERS; YOUR POSITION, TITLE, OR RELATIONSHIP WITH THE OTHER BUSINESS: LIFE INSURANCE AGENT; THE START DATE OF YOUR RELATIONSHIP: MAY 3,2022; THE APPROXIMATE NUMBER OF HOURS/ MONTHS YOU DEVOTE TO THE OTHER BUSINESS: 20; THE NUMBER OF HOURS YOU DEVOTE TO THE OTHER BUSINESS DURING SECURITIES TRADING HOURS: 20; AND BRIEFLY DESCRIBE YOUR DUTIES RELATING TO THE OTHER BUSINESS: I MEET WITH CLIENTS ABOUT THEIR INSURANCE NEEDS AND HELP THEM DECIDE WHAT IS THE BEST COVERAGE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-12-05 |
| S63 | Uniform Securities Agent State Law Examination | 2021-09-24 |
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