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688 Cascade West Parkway Se, Grand Rapids, MI 49546 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-08-26 |
Branch Locations
688 Cascade West Parkway Se, Grand Rapids, MI 49546 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lisa Sands State Farm Agency | Marshall | MI | 01/2017 | 06/2019 |
| Olivet College | Olivet | MI | 08/2015 | 05/2019 |
| Tim Hortons | Battle Creek | MI | 08/2013 | 01/2017 |
| Charles Schwab & Co Inc | Grand Rapids | MI | 06/2021 | 03/2023 |
| Charles Schwab Bank, Ssb | Grand Rapids | MI | 06/2021 | 03/2023 |
| Unemployed | Grand Rapids | MI | 02/2021 | 05/2021 |
| Td Ameritrade | Grandville | MI | 06/2019 | 01/2021 |
| Jpmorgan Chase Bank Na | Grand Rapids | MI | 04/2023 | 07/2025 |
| Jpmorgan Securities Llc | Grand Rapids | MI | 04/2023 | 07/2025 |
| Midwest Capital Advisors, Llc | Grand Rapids | MI | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-14 |
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