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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2021-12-15 |
Branch Locations
141 E. Michigan Avenue Suite 203, Kalamazoo, MI 49007 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oppenheimer & Co., Inc | Kalamazoo | MI | 01/2019 | 02/2020 |
| Veteran Affairs Medical Center | Battle Creek/ Grand Rapids | MI | 10/2015 | 11/2018 |
| Unemployed | Kalamzoo | MI | 11/2018 | 01/2019 |
| Minnesota Life Insurance Company | St Paul | MN | 06/2020 | 12/2020 |
| Securian Financial Services Inc | St Paul | MN | 06/2020 | 12/2020 |
| Securian Financial Advisors Of Great Lakes | Novi | MI | 06/2020 | 12/2020 |
| Unemployed | Kalamzoo | MI | 03/2020 | 05/2020 |
| Unemployed | Kalamazoo | MI | 12/2020 | 11/2021 |
| Equitable Advisors, Llc | New York | NY | 11/2021 | Present |
SECOND VICE COMMANDER OF THE AMERICAN LEGION POST 36, JUNE 2026, ASSIST WTIH MANAGING SOCIAL MEDIA ACCOUNTS, MANAGE VOLUNTEERS, MANAGE CALENDAR, RECRUIT OTHER VETERANS AND ORGANIZE CEREMONIES, 15 HOURS PER MONTH.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-09 |
| S63 | Uniform Securities Agent State Law Examination | 2020-01-21 |
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