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961 Four Mile Road Nw Suite B, Grand Rapids, MI 49544-8252 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-05-26 |
Branch Locations
961 Four Mile Road Nw Suite B, Grand Rapids, MI 49544-8252 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Personal Legacy Planners | Grand Rapids | MI | 05/2026 | Present |
| Retirement Lifestyle Advocates | Grand Rapids | MI | 01/2026 | Present |
| University Of Michigan - Dearborn | Dearborn | MI | 02/2025 | 12/2025 |
| Three Rivers Fcu | Fort Wayne | IN | 06/2025 | 08/2025 |
| Huntington University | Huntington | IN | 01/2022 | 12/2023 |
| Ten Talents Foundation | St. Louis | MO | 05/2023 | 06/2024 |
| King'S College Budo | Kampala | 02/2014 | 12/2019 | |
| Huntington University | Huntington | IN | 01/2021 | 12/2023 |
| University Of Michigan - Dearborn | Dearborn | MI | 09/2024 | 12/2025 |
| Unemployed | Huntington | IN | 12/2019 | 01/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-22 |
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