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4981 Cascade Road Suite C, Grand Rapids, MI 49546 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2020-09-24 |
Branch Locations
4981 Cascade Road Suite C, Grand Rapids, MI 49546 • United States
Bettendorf, IA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Money Concepts Capital Corp | Palm Beach Gardens | FL | 07/2014 | 01/2019 |
| Innovative Investment Solutions | Davenport | IA | 01/2016 | 12/2019 |
| Luminist Capital, Llc | Grand Rapids | MI | 05/2019 | 12/2019 |
| Investment Consulting Group Inc | Davenport | IA | 12/2019 | 09/2020 |
| Advisory Advocates, Llc | Grand Rapids | MI | 09/2020 | Present |
| Durant Community School District | Durant | IA | 12/2020 | Present |
DURANT COMMUNITY SCHOOL DISTRICT * NON-INVESTMENT RELATED * DURANT, IA * EDUCATION * SPECIAL EDUCATION TEACHER * 12/2020 * 128 HRS/MO DURING TRADING HOURS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-09-22 |
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