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333 Bridge Street Nw Suite 800, Grand Rapids, MI 49504 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-12-10 |
Branch Locations
333 Bridge Street Nw Suite 800, Grand Rapids, MI 49504 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Grand Wealth Management | Grand Rapids | MI | 09/2025 | Present |
| Stifel Nicolaus | Grand Rapids | MI | 05/2025 | 09/2025 |
| Huntington National Bank | Lansing | MI | 09/2024 | 04/2025 |
| Cherry Valley Gardens | Middleville | MI | 03/2021 | 07/2022 |
| Blue Dragon | Caledonia | MI | 09/2019 | 04/2020 |
| Emma With A Camera Llc | Middleville | MI | 11/2022 | Present |
| Unemployed / Full Stime Student | Middleville | MI | 11/2015 | 09/2019 |
| Unemployed / Full Stime Student | Middleville | MI | 04/2020 | 03/2021 |
| Unemployed / Full Stime Student | Middleville | MI | 07/2022 | 11/2022 |
Emma With a Camera LLC; Not investment-related; 11440 W Parmalee Rd. Middleville, MI; Photography; Owner; Start: 11/1/2022; 20 hours per month; 0 hours during securities trading hours; Photographer.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-10 |
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