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120 E. Liberty Drive Suite 400, Wheaton, IL 60187 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-12-03 |
| IL | RA | APPROVED | 2025-01-08 |
Branch Locations
5000 Meridian Blvd Suite 500, Franklin, TN 37067 • United States
120 E. Liberty Drive Suite 400, Wheaton, IL 60187 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Osaic Wealth, Inc | Grand Rapids | MI | 11/2024 | Present |
| Glen Craft Marina And Resort | Glen Arbor | MI | 06/2016 | 11/2024 |
| Hillsdale College | Hillsdale | MI | 09/2021 | 08/2023 |
| Family Capital Management | Grand Rapids | MI | 05/2022 | 05/2022 |
| Winter Park Resort | Winter Park | CO | 12/2022 | 03/2024 |
| Webai | Grand Rapids | MI | 05/2023 | 08/2023 |
| Hillsdale College / Forest Hills Eastern High School | Hillsdale | MI | 01/2014 | 05/2024 |
| First Trust Portfolios L.P. | Wheaton | IL | 01/2025 | Present |
| First Trust Advisors L.P. | Wheaton | IL | 01/2025 | Present |
Glen Lake Surf Co. Not investment-related. 5572 W MacFarlane Rd Custom surfboard manufacturer. President. Owner. June 2020. Varies. Currently, no hours devoted. At peak, 5-10 hours per month. No applicable. It was a startup business, so I did everything.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-26 |
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