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124 Fulton St. East Suite 200, Grand Rapids, MI 49503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-10-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Legacy | Pikesville | MD | 07/2014 | 12/2017 |
| Five Doors | Pikesville | MD | 09/2018 | 10/2019 |
| Er4Re, Llc | Baltimore | MD | 06/2013 | Present |
| Freedom Calls, Llc | Baltimore | MD | 06/2022 | Present |
| Fiduciary Financial Advisors | Grand Rapids | MI | 10/2024 | Present |
Member, Advisory Board, Alchemy of Money (www.AlchemyofMoney.co) - less than 2 hours per month Investor, Greater Maryland Title, LLC - less than 2 hours per month Investor, Kasa LLC - less than 2 hours per month Investor, NightRider Inc - less than 2 hours per moth Business Consultant, Private practice - approximately 20 hours per month Hold real estate license in Maryland - less than 2 hours per month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-23 |
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