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170 College Avenue Suite 260, Holland, MI 49423 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-15 |
| CA | RA | APPROVED | 2026-01-09 |
| IL | RA | APPROVED | 2026-01-09 |
| MI | RA | APPROVED | 2026-01-09 |
| TX | RA | APPROVED | 2026-01-09 |
Branch Locations
170 College Avenue Suite 260, Holland, MI 49423 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cleveland Research Company | Cleveland | OH | 09/2021 | 12/2025 |
| Unemployed | Zeeland | MI | 08/2021 | 09/2021 |
| Cleveland Research Company | Cleveland | OH | 05/2021 | 08/2021 |
| Grove City College | Grove City | PA | 01/2021 | 05/2021 |
| Amazon | Caledonia | MI | 12/2020 | 01/2021 |
| Grove City College | Grove City | PA | 08/2020 | 12/2020 |
| Craig-Hallum Capital Group | Wayne | PA | 06/2020 | 08/2020 |
| Grove City College | Grove City | PA | 08/2019 | 06/2020 |
| S.A. Mason Llc | Holland | MI | 05/2019 | 08/2019 |
| Grove City College | Grove City | PA | 08/2018 | 05/2019 |
| Unemployed | Zeeland | MI | 06/2018 | 08/2018 |
| Holland Christian High School | Holland | MI | 05/2016 | 06/2018 |
| S.A. Mason | Holland | MI | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-08 |
| S63 | Uniform Securities Agent State Law Examination | 2021-12-14 |
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