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4095 Park East Ct. Ste. C, Grand Rapids, MI 49546 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-11-24 |
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 |
|---|---|---|---|---|
| Dorel Marchis | Naperville | IL | 11/2021 | 01/2022 |
| First Trust Portfolios Lp | Wheaton | IL | 05/2019 | 11/2021 |
| First Trust Advisors Lp | Wheaton | IL | 05/2019 | 11/2021 |
| Elliot Borge | Wheaton | IL | 08/2017 | 11/2021 |
| Wheaton College | Wheaton | IL | 08/2021 | 11/2021 |
| Rest And Repine Furniture Studio | West Chicago | IL | 11/2016 | 01/2018 |
| Self | Western Springs | IL | 04/2016 | 10/2016 |
| Northwestern Mutual Investment Services Llc | Naperville | IL | 02/2022 | 09/2023 |
| Dorel Marchis | Milwaukee | WI | 01/2022 | 11/2025 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 04/2022 | 11/2025 |
| Northwestern Mutual Investment Services Llc | Toledo | OH | 09/2023 | 11/2025 |
| Lifeworks Advisors, Llc | Toledo | OH | 11/2025 | Present |
1) Licensed insurance agent; Not investment-related; Toledo, OH, 43606; Insurance sales; Implementation of insurance recommendations; 10 hours per month, 0 during trading hours; Licensed insurance agent
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-06-15 |
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