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875 North Michigan Ave. Unit 3940, Chicago, IL 60611 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-27 |
| MI | RA | APPROVED | 2025-08-01 |
Branch Locations
875 North Michigan Ave. Unit 3940, Chicago, IL 60611 • United States
101 E. Main St. Suite 150, Bay City, MI 48708 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vertis Wealth Llc (F/K/A Trifound Advisory Llc) | Bay City | MI | 02/2019 | 07/2025 |
| Vertis Wealth Llc (F/K/A Trifound Advisory Llc) | Bay City | MI | 07/2025 | Present |
| Ultius | Saginaw | MI | 12/2017 | 02/2019 |
| Tailor | Saginaw | MI | 12/2017 | 02/2019 |
| Morley | Saginaw | MI | 08/2017 | 10/2017 |
| University Of Laval | Quebec | 06/2017 | 08/2017 | |
| Best Buy | Saginaw | MI | 08/2016 | 06/2017 |
1. Insurance Agent: Start Date: 4/2019 - Present; Investment Related - Insurance lines of business: Health, Life - Hours/per week during trading hours: 40. Duties included offering insurance products and services to clients and prospects.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-14 |
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