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6020 East Fulton Street, Ada, MI 49301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2026-03-16 |
| AL | RA | APPROVED | 2026-02-09 |
| SC | RA | APPROVED | 2026-02-09 |
| MI | RA | APPROVED | 2025-10-23 |
Branch Locations
6020 East Fulton, Ada, MI 49301 • USA
728 Pleasant St. #4, St Joseph, MI 49085 • United States
206 Court St. Ste A, Saint Joseph, MI 49085 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Whirlpool Corporation | Benton Harbor | MI | 08/2001 | Present |
| Lixil Corporation | Piscataway | NJ | 04/2023 | 10/2025 |
| Wolf Advisory Services | St. Joseph | MI | 10/2025 | Present |
1). Wolf Advisory Services LLC, DBA Wolf Financial Advisory - 28 Pleasant St, #4, Saint Joseph, MI 49085; 206 Court St, A, Saint Joseph MI, 49085. Start date 10/23/2025. The sale of fixed annuity and life insurance products, as a result of meeting with clients to help them with their financial planning needs. This activity is only for the sale of non-security based life insurance products, including fixed annuities. Investment related. 10 hours per month devoted to business. 5 hours per month devoted during securities trading hours. 2). Whirlpool Corporation - 2000 M63 Benton Harbor MI 49022 . Start date 08/200. Sales representative and account sales. Not investment related. 160 hours per month devoted to business. 80 hours per month devoted during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-21 |
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