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2030 1St Avenue 3Rd Floor, Seattle, WA 98121 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-06-05 |
Branch Locations
2030 1St Avenue 3Rd Floor, Seattle, WA 98121 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Polaris Greystone Financial Group, Llc | Troy | MI | 01/2019 | 11/2023 |
| Lumin Financial | Southfield | MI | 02/2018 | 01/2019 |
| Michigan State University | Lansing | MI | 08/2016 | 02/2018 |
| Rwa Wealth Partners, Llc | Newton | MA | 11/2023 | 12/2023 |
| Kovitz Investment Group Partners, Llc | Macomb | MI | 09/2024 | Present |
| Unemployed | Macomb | MI | 12/2023 | 09/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-04-15 |
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