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2655 1St Street Suite 250, Simi Valley, CA 93065 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-12-19 |
Branch Locations
3333 Deposit Drive Suite 250, Grand Rapids, MI 49546 • United States
2655 1St Street Suite 250, Simi Valley, CA 93065 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| N Schut Greenhouses | Hudsonville | MI | 02/2017 | 05/2017 |
| Kuperus Small Engine Service | Byron Center | MI | 11/2017 | 11/2023 |
| Supreme Shine | Jenison | MI | 02/2019 | 05/2019 |
| Unity Motors | Jenison | MI | 11/2019 | 03/2020 |
| Farm Bureau Ins | Jenison | MI | 11/2023 | 06/2025 |
| Pathway Financial Design | Grand Rapids | MI | 06/2025 | Present |
| Ride Your Way Llc | Caledonia | MI | 11/2024 | 06/2025 |
| Pathway Fincial Design | Grand Rapids | MI | 12/2025 | Present |
| Student | Hudsonville | MI | 08/2016 | 05/2020 |
6/2025 - ADP PAYROLL SERVICE, PAID FOR REFERRING BUSINESS 6/2025 - ENCOREESTATE PLANS, CONSULT ESTATE PLANS, PAID BY CHARGING A FEE 6/2025 - HEALTH INSURANCE WITH VARIOUS CARRIERS, AGENT, ADVISE AND SELL HEALTH INSURANCE. 06/2025 HBW TAX SERVICES, ENROLLED AGENT, TAX PREPERATION AND PLANNING 06/2025 - PATHWAY FINANCIAL DESIGN, FINANCIAL SERVICES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-04 |
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