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1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-08-06 |
Branch Locations
1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brookstone Capital Management | Grand Rapids | MI | 10/2021 | Present |
| Cabela's | Grandville | MI | 09/2018 | 10/2021 |
| Edustaff - Kalamazoo Public Schools | Kalamazoo | MI | 12/2017 | 07/2018 |
| Pretty Lake Camp | Mattawan | MI | 05/2017 | 08/2017 |
| Pathfinder Children's House | Portage | MI | 08/2014 | 03/2017 |
| Onstaff | Kalamazoo | MI | 03/2017 | 05/2017 |
| Tree Shepherd Seed & Nursery | Holland | MI | 07/2018 | 09/2018 |
| Onstaff | Kalamazoo | MI | 08/2017 | 12/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-02 |
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