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124 Fulton St. East Suite 200, Grand Rapids, MI 49503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-06-04 |
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 |
|---|---|---|---|---|
| Us Army | Fort Bragg | NC | 03/2010 | 10/2022 |
| Donovan And Bank Foundation | Wilmington | NC | 09/2021 | Present |
| Fiduciary Financial Advisors | Grand Rapids | MI | 06/2025 | Present |
1. Custom Planks, LLC. is located at 134 Newington Way, Aberdeen, NC 28315, we are a consulting/education business, offering classes to department of defense clients. My title is Chairman, and I commit about 5 hours a month. 2. Tax Preparation. Not Investment Related. Start Date: 02/17/26. Tax preparation and filing services. Less than 10% of time during securities trading hours. Approximately 10% of time outside of securities trading hours. PTIN Designation. 3. Special Forces Charitable Trust. Not investment related. Southern Pines, NC. Fractional CFO. 501(c)(3). Start Date: 08/01/2025. Less than 10% of time. Financial oversight to help with books.
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