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1125 N.W. Couch Street Suite 900, Portland, OR 97209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2022-03-29 |
Branch Locations
244 North Rose Street, Kalamazoo, MI 49007 • United States
1125 N.W. Couch St., Ste. 900, Portland, OR 97209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rose Street Advisors, Llc | Kalamazoo | MI | 03/2019 | Present |
| Gasaway Investment Advisors, Inc. | Portage | MI | 12/2014 | 03/2019 |
| Kalamazoo Valley Community College | Kalamazoo | MI | 09/2015 | 12/2017 |
| Davenport University | Grand Rapids | MI | 09/2017 | 12/2019 |
1) Melaleuca; 4609 West 65th S, Idaho Falls, ID 83402; Wellness company; Not investment related; Marketing Executive; Independent marketer for Melaleuca; 4/20/2026; 12 ho/mo; 0 ho/mo during trading hours. 2) Rose Street Advisors; 244 N Rose Street, Kalamazoo, MI 49007; M Financial Group - Member Firm Employee; Investment related; Retirement Relationship Manager; Client relationship management, fiduciary oversight, strategic plan consulting, and employee education; 3/18/2019; 150 ho/mo; 140 ho/mo during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-03-21 |
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