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1301 W Long Lake Rd Suite 260, Troy, MI 48098 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2022-01-15 |
Branch Locations
1301 W Long Lake Rd Suite 260, Troy, MI 48098 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vnn | Grand Rapids | MI | 05/2019 | 11/2020 |
| Striders Running Store | Grandville | MI | 10/2018 | 05/2019 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 12/2020 | 02/2021 |
| Northwestern Mutual Investment Services Llc | Grand Rapids | MI | 02/2021 | 02/2021 |
| J2 Capital Management, Inc. | Troy | MI | 03/2021 | Present |
| Northwestern Mutual | Grand Rapids | MI | 12/2020 | 02/2021 |
| Student | Grand Rapids | MI | 08/2015 | 04/2019 |
Insurance Sales; Agent; Investment related: No; 1301 W. Long Lake Rd Troy MI 48098; Licensed to help clients with Life insurance, Long-term care insurance, and disability insurance; Insurance sales; Start date with business: 2024-09-01; Hours per month devoted to business during trading hours: 2; Hours per month devoted to business outside trading hours: 0;Percentage of total yearly compensation expected to be derived from the business: 5. Tax Preparation from February 15 to April 15 each year. Approximately 20 hours per week.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-01-14 |
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