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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2022-05-18 |
Branch Locations
12 Washington Avenue Suite 250, Grand Haven, MI 49417 • United States
625 Kenmoor Ave Suite 108, Grand Rapids, MI 49546 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Noodles And Company | Grandville | MI | 11/2016 | 03/2018 |
| Grandville Calvin Christian Elementary/Middle/High School | Grandville | MI | 05/2011 | 06/2018 |
| Kohls | Grandville | MI | 03/2018 | 09/2019 |
| United Postal Service | Wyoming | MI | 12/2019 | 02/2021 |
| Home Depot | Wyoming | MI | 05/2020 | 07/2020 |
| Grand Valley State University | Allendale | MI | 08/2018 | 12/2022 |
| Lakeshore Financial Group | Grand Rapids | MI | 12/2020 | Present |
Fixed insurance sales; as of 9/01/2021; 5% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-13 |
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