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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-04-07 |
Branch Locations
333 Bridge Street North West Suite 600, Grand Rapids, MI 49504 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Western & Southern Life | Grand Rapids | MI | 07/2024 | 01/2026 |
| W&S Brokerage | Grand Rapids | MI | 07/2024 | 01/2026 |
| Borowicz Life Agency | Kentwood | MI | 04/2024 | 06/2024 |
| Oakland University | Rochester | MI | 08/2023 | 04/2024 |
| Camp Michawana | Hastings | MI | 05/2023 | 08/2023 |
| Oakland University | Rochester | MI | 01/2023 | 05/2023 |
| Meijer | Walker | MI | 08/2022 | 12/2022 |
| Camp Michawana | Hastings | MI | 05/2022 | 08/2022 |
| University Of Michigan - Dearborn | Dearborn | MI | 08/2020 | 05/2022 |
| Lacks Enterprises | Kentwood | MI | 05/2020 | 08/2020 |
| New York Life Insurance Company | Grand Rapids | MI | 01/2026 | Present |
| Nylife Securities Llc | Grand Rapids | MI | 02/2026 | Present |
| East Kentwood High School | Kentwood | MI | 08/2016 | 05/2020 |
| Eagle Strategies Llc | Grand Rapids | MI | 04/2026 | Present |
[Camp Michawana; 6475 Wilkins Rd, Hastings, MI 49058; start 02/2024; 2 hours per month, 0 hours during securities trading hours; Meeting with the financial committee once every other month to discuss the finances of the camp; investment related]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-17 |
| S63 | Uniform Securities Agent State Law Examination | 2024-12-06 |
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