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124 Fulton St. East Suite 200, Grand Rapids, MI 49503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Maia Wealth | Cypress | TX | 11/2024 | 02/2026 |
| Regina Caeli Academy | Spring | TX | 08/2024 | 05/2025 |
| Halff Associates | Richardson | TX | 08/2018 | 02/2019 |
| Lja Engineering, Inc | Houston | TX | 12/2013 | 06/2024 |
| Fiduciary Financial Advisors | Grand Rapids | MI | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-05 |
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