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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-12-09 |
Branch Locations
Hfg Financial Group 5659 West Michigan Avenue, Kalamazoo, MI 49009 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hfg Financial Group | Kalamazoo | MI | 09/2025 | Present |
| Covenant Academy Foundation / Axios Hr | Grand Rapids | MI | 06/2017 | 12/2024 |
| Unemployed | Kalamazoo | MI | 12/2024 | 09/2025 |
| Communities In Schools | Kalamazoo | MI | 08/2016 | 06/2017 |
1. NEW VILLAGE PLACE ESTATES CONDOMINIUM ASSOCIATION POSITION: President NATURE: Not for Profit - Corporation It is an association for our neighborhood of Condominiums. It is a volunteer position. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 10/10/2021 ADDRESS: 1011 W Maple #101, Kalamazoo MI 49008, United States DESCRIPTION: I lead the board of directors. Help make policy decisions for the organization. Handle neighbor complaints and disputes. Organize neighborhood activities. 2. LOCKWOOD TAX CENTER POSITION: Tax Preparer NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 5 START DATE: 01/05/2026 ADDRESS: 5659 W. Michigan Ave., Kalamazoo MI 49009, United States DESCRIPTION: Assist with preparing individual tax returns. 3.EDISON INITIATIVES POSITION: Board Member / Volunteer Director NATURE: Non- Profit 501 c 3 Edison Initiatives is a non-profit organizations that seeks to help low income individuals and families become homeowners that would not otherwise be able to own a home. We are all volutneers. We purchase properties, rehab the properties, identifity residents and help them become homeowners with a standadard mortgage. INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 1 START DATE: 02/20/2026 ADDRESS: PO Box 33, Kalamazoo MI 49077, United States DESCRIPTION: Lead a team of volunteers to accomplish the mission. I am a coordinator and delegate most of the tasks. I have no financial responsibility and am not on any financial accounts. 4.JUBILEE ACCORD POSITION: Board Member NATURE: Orphan Care, Boarding School, Social Work, Antihuman Trafficking INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2026 ADDRESS: 55017 Flatbush Road, Three Rivers MI 49093, United States DESCRIPTION: Serve on the Board of Directors - Vision and Direction for the Organization 5. HFG FINANCIAL GROUP POSITION: Client Services Associate NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 09/08/2025 ADDRESS: 5659 W. Michigan Ave, Kalamazoo MI 49009, United States DESCRIPTION: Client Support, Account Opening, Office Management, Database Management, Paperwork and Maintenance for Accounts, Website Maintenance and Updates and Other duties as assigned
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-09 |
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