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3424 Peachtree Road Ne Suite 2200, Atlanta, GA 30326-1184 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-07-28 |
Branch Locations
12935 S. West Bay Shore Drive, Traverse City, MI 49684-6298 • United States
1 Ionia Ave Sw, Suite 300, Grand Rapids, MI 49503 • United States
3424 Peachtree Road Ne Suite 2200, Atlanta, GA 30326-1184 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Life Insurance Company | Grand Rapids | MI | 07/2019 | 02/2020 |
| Principal Securities Incorporated | Grand Rapids | MI | 07/2019 | 02/2020 |
| Advantage Benefits Group | Grand Rapids | IA | 03/2011 | 07/2019 |
| Advantage Benefits Group | Grand Rapids | MI | 03/2011 | 07/2020 |
| Principal Securities Inc | Grand Rapids | MI | 07/2020 | 07/2023 |
| Advantage Benefits Group Inc | Grand Rapids | MI | 11/2020 | 07/2025 |
| Next Financial Group | Grand Rapids | MI | 08/2023 | 07/2025 |
| San Blas Securities And Sb Advisory | Chicago | IL | 07/2025 | Present |
1)***Fixed Insurance; Investment Related; Grand Rapids, MI; Broker; Fixed Annuities, LTC, Life, Group Benefits, Health, DI, Medical; Start Date: 11/01/2020; 160 hrs per month; 160 during trading hours. 2) YOUNG LEADERS SOCIETY- UNITED WAY POSITION: Board Member NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 06/19/2021 ADDRESS: 118 Commerce Ave SW, rand Rapids MI 49503, United States DESCRIPTION: Board member- help with needs in the community. Volunteering for events such as preparing food for local foodbanks/local races. Raising funds for needed improvement in the community. 3) Advantage Benefits Group, 1 Ionia Ave SW, Grand Rapids, MI, 49503, and 12935 S West Bay Shore Drive, Traverse City, MI, 49684, Employee, Sales & Support in the health benefits & retirement area, since 8/2023, 160 hours per month, 140 during market.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-21 |
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