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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
3480 28Th Street Se, Grand Rapids, MI 49512-1602 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Investment Services Llc | Saint Cloud | MN | 11/2018 | 01/2024 |
| Independent Bank | Ionia | MI | 07/2018 | 11/2018 |
| Meyer Music | Grand Rapids | MI | 05/2018 | 07/2018 |
| Meyer Music | Grand Rapids | MI | 05/2016 | 09/2017 |
| Ferris State University | Big Rapids | MI | 08/2014 | 05/2018 |
| Independent Bank | Holland | MI | 11/2018 | 01/2024 |
| Cetera Investment Advisers Llc | Holland | MI | 08/2019 | 01/2024 |
| Fidelity Investments | Grand Rapids | MI | 01/2024 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-02 |
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