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9140 W Dodge Road Suite 230, Omaha, NE 68114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-03-17 |
Branch Locations
9140 W Dodge Road Suite 230, Omaha, NE 68114 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Woods And Water Rv Park | White Cloud | MI | 05/2017 | 09/2017 |
| Unemployed | Big Rapids | MI | 09/2016 | 04/2017 |
| Ferris State University | Big Rapids | MI | 08/2014 | 05/2019 |
| New York Life Insurance Company | Grand Rapids | MI | 10/2019 | 03/2023 |
| Nylife Securities Llc | Grand Rapids | MI | 10/2019 | 03/2023 |
| Unemployed | Big Rapids | MI | 10/2017 | 08/2018 |
| Ferris State University | Big Rapids | MI | 09/2018 | 04/2019 |
| Unemployed | Greenville | MI | 05/2019 | 07/2019 |
| 2M Financial Group, Llc | Grand Rapids | MI | 04/2020 | 03/2023 |
| Eagle Strategies Llc | Grand Rapids | MI | 02/2023 | 03/2023 |
| Mutual Advisors, Llc. | Omaha | NE | 03/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-01-28 |
| S63 | Uniform Securities Agent State Law Examination | 2020-03-16 |
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