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2525 Jolly Road, Suite 200, Okemos, MI 48864 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-12-18 |
Branch Locations
2525 Jolly Road, Suite 200, Okemos, MI 48864 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Churchill Mortgage Corporation | Okemos | MI | 03/2016 | 10/2020 |
| Independent Insurance Agent - Self Employed | East Lansing | MI | 10/2020 | Present |
| The O.N. Equity Sales Company | East Lansing | MI | 05/2021 | 12/2023 |
| The O.N. Equity Sales Company | Cincinnati | OH | 05/2021 | 12/2023 |
| Medwise Marketing | Grand Ledge | MI | 07/2023 | 12/2023 |
| Conerstone Wealth Partners, Llc | Okemos | MI | 12/2023 | Present |
1) Insurance Agent; investment related; life insurance sales -term and whole life; agent; 10/18/201; 20 hours/month (20 hours during security trading hours); insurance agent sell whole life and term life. 2). Stafford Pathways, LLC; non-investment related; 40 hours/month during trading; consulting, business valuations and owns a sports league.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-04-06 |
| S65 | Uniform Investment Adviser Law Examination | 2020-11-12 |
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