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4095 Park East Ct. Ste. C, Grand Rapids, MI 49546 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-04-29 |
Branch Locations
4095 Park East Ct. Ste. C, Grand Rapids, MI 49546 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc | Louisville | KY | 06/2019 | 07/2021 |
| Mount Vernon Nazarene University Alumni Relations | Mount Vernon | OH | 01/2019 | 04/2019 |
| Everence Financial | Goshen | IN | 05/2018 | 08/2018 |
| Mount Vernon Nazarene University | Mount Vernon | OH | 08/2015 | 05/2019 |
| Vector Marketing/Cutco Cutlery | Mentor | OH | 06/2017 | 01/2018 |
| Ct Consultants | Mentor | OH | 05/2017 | 06/2017 |
| Newfront Retirement Services, Inc. | San Francisco | CA | 12/2021 | 05/2025 |
| New York Life | Louisville | KY | 08/2021 | 09/2021 |
| Momentum Solar | Jacksonville | FL | 09/2021 | 12/2021 |
| Abd Insurance & Financial Services, Inc. | San Mateo | CA | 12/2021 | 05/2025 |
| Facet Wealth | Baltimore | MD | 05/2025 | 12/2025 |
| Independent Advisor Alliance, Llc / Sage Financial Systems | Charlotte | NC | 04/2026 | 04/2026 |
| Earn Into Wealth | Atlanta | GA | 01/2026 | 02/2026 |
| Lifeworks Advisors, Llc | Columbia | SC | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-02-16 |
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