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3960 Broadmoor Avenue Southeast, Kentwood, MI 49512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-09-23 |
Branch Locations
3960 Broadmoor Avenue Southeast, Kentwood, MI 49512 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Carmax | Lancaster | PA | 09/2015 | 08/2017 |
| Mt. Pleasant High School | Mount Pleasant | MI | 08/2017 | 07/2018 |
| New York Life Insurance Co | Grand Rapids | MI | 07/2018 | 11/2021 |
| Nylife Securities Llc | Grand Rapids | MI | 09/2018 | 11/2021 |
| 2M Financial Group, Llc | Grand Rapids | MI | 08/2020 | 11/2021 |
| Fedex Corp | Grand Rapids | MI | 01/2020 | 12/2021 |
| Eagle Strategies Llc | Grand Rapids | MI | 05/2021 | 11/2021 |
| Mutual Advisors, Llc. | Omaha | NE | 11/2021 | 09/2025 |
| Brohl Tax & Accounting, Pllc | Grand Rapids | MI | 01/2024 | Present |
| Rapids Financial Llc | Kentwood | MI | 09/2025 | Present |
1) Brohl Tax & Accounting, PLLC.; Start Date: 01/01/2024; 3960 Broadmoor Ave SE, Grand Rapids, MI 49512; Tax and Accounting; Staff Accountant; 80 Hours per month, 20 during trading hours; Document filing, document preparation, answer phone calls 2) Licensed insurance agent; Not investment-related; Kentwood, MI 49512; Insurance sales; Implementation of insurance recommendations; 10 hours per month, 0 during trading hours; Licensed insurance agent
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-03-31 |
| S63 | Uniform Securities Agent State Law Examination | 2019-02-25 |
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