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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 | 2025-06-05 |
| MI | RA | APPROVED | 2020-09-15 |
Branch Locations
124 Fulton St. East Suite 200, Grand Rapids, MI 49503 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Legacy Trust | Grand Rapids | MI | 02/2015 | 03/2019 |
| Strategies Wealth Advisors, Llc | Grand Rapids | MI | 03/2019 | 09/2020 |
| Fiduciary Financial Advsiors | Grand Rapids | MI | 10/2020 | Present |
1) LICENSED LIFE INSURANCE AGENT; NON-INVESTMENT RELATED; LESS THAN 1% OF TIME PER MONTH IN THIS CAPACITY 2) FRIENDS OF GRAND RAPIDS PARKS; NON-INVESTMENT RELATED; BOARD MEMBER; START DATE: 5/2019; 1 HOUR PER MONTH. NON PROFIT ORGANIZATION. 3) HEART OF UNITED WAY; NON-INVESTMENT RELATED; ON THE FINANCE COMMITTEE; 1 HOUR PER MONTH; NON PROFIT ORGANIZATION. 4) Widowed Persons Service - Board Member; Non-Investment Related; 4 Hours per month; Non Profit Organization; Start Date: 11/2022. 5) CORAL REEF. NON PROFIT ORGANIZATION. TREASURER & SECRETARY. Start Date: 01/2020. Not Investment Related. 10 hours per month during securities trading hours. 0 hours per month outside of securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2006-02-07 |
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