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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-11-11 |
Branch Locations
4020 Copper View Suite 230, Traverse City, MI 49684 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Investment Services Llc | St Cloud | MN | 09/2022 | 08/2024 |
| West Shore Bank | Ludington | MI | 09/2022 | 08/2024 |
| Red Rooster Coffee & Community | Ludington | MI | 07/2017 | 05/2021 |
| West Shore Bank | Ludington | MI | 05/2021 | 07/2022 |
| Full-Time Education | Ludington | MI | 09/2012 | 07/2017 |
| West Shore Bank | Ludington | MI | 07/2022 | 09/2022 |
| Cetera Investment Advisers Llc | Ludington | MI | 11/2022 | 08/2024 |
| Horizon Financial | Traverse City | MI | 08/2024 | 04/2026 |
| Commonwealth Financial Network | Waltham | MI | 11/2024 | 04/2026 |
| Commonwealth Financial Network | Waltham | MA | 04/2026 | Present |
| Horizon Financial | Traverse City | MI | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-22 |
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