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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-14 |
| MI | RA | APPROVED | 2023-06-29 |
Branch Locations
50 W Big Beaver Rd Suite 600, Troy, MI 48084 • United States
5206 Gateway Centre Suite 200, Flint, MI 48507 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gladstone High School | Gladstone | MI | 09/2014 | 05/2018 |
| Lake Superior State University | Sault Sainte Marie | MI | 09/2018 | 05/2019 |
| Michigan State University | East Lansing | MI | 09/2019 | 12/2022 |
| Horizon Advisers | Troy | MI | 06/2021 | 08/2022 |
| Gladstone Golf Club | Gladstone | MI | 05/2019 | 08/2019 |
| Gladstone Golf Club | Gladstone | MI | 05/2018 | 08/2018 |
| Ups | Escanaba | MI | 06/2019 | 08/2019 |
| Cetera Advisor Networks | El Segundo | CA | 06/2022 | 03/2023 |
| Cetera Wealth Services, Llc | El Segundo | CA | 03/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
| True North Capital Management Llc | El Segundo | CA | 01/2026 | Present |
1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 2/2023 APX NUMBER OF HOURS PER WEEK: 10 APX NUMBER OF HOURS DURING TRADING HOURS: 1 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, ANNUITIES, AND LONG-TERM CARE; 2. NAME OF OTHER BUSINESS: HORIZON ADVISERS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: MARKETING START DATE: 2/2023 POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR APX NUMBER OF HOURS PER WEEK: 45 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: WORKING WITH CLIENTS; 3. NAME OF OTHER BUSINESS: TRUE NORTH CAPITAL MANAGEMENT LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: EXPENSE MANAGEMENT; START DATE: 1/2026; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 0.1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: EXPENSE MANAGEMENT;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-24 |
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