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6020 East Fulton Street, Ada, MI 49301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-05-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Deloitte | New York | NY | 10/2016 | 05/2019 |
| Rsm | New York | NY | 06/2019 | 09/2022 |
| Amerilife | Clearwater | FL | 10/2022 | Present |
AmeriLife - 2650 McCormick Dr, Clearwater, FL 33759. Start date 10/2022. Director, Wealth Strategic Operations. Serve as the key point of contact within the Wealth Distribution business, partnering closely with Wealth Distributions leadership to help lead implementation of key Wealth initiatives and efforts to unlock synergies in supporting the continued growth of the Wealth Distributions business. Not Investment Related. 160 hours per month devoted to business. 160 hours per month devoted during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-13 |
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