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Shelby Township, MI • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-11-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| R&N Fast Track | Taylor | MI | 01/2007 | Present |
| Davenport Univeristy | Grand Rapids | MI | 05/2020 | Present |
1. Adjunct Finance Professor Employer: Davenport University Position: Adjunct Finance Professor Hours: Approximately 5 hours per week, part-time, Fall and Winter Semesters only Duties: Teach undergraduate and/or graduate finance courses. Notes: This activity is strictly academic, not investment-related, and does not create a conflict of interest with my investment advisory business. Employer: R&N Fast Track Position: Employee Hours: Approximately 30 hours per week, part-time Duties: Assist with operational tasks for family-owned gas station. Notes: This activity is not investment-related and does not create a conflict of interest with my investment advisory business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-12 |
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