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124 Fulton St. East Suite 200, Grand Rapids, MI 49503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-06-07 |
| MI | RA | APPROVED | 2021-05-26 |
Branch Locations
124 Fulton St. East Suite 200, Grand Rapids, MI 49503 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Crowe | Grand Rapids | MI | 09/2014 | 03/2017 |
| Kid's Food Basket | Grand Rapids | MI | 03/2017 | 11/2020 |
| Fiduciary Financial Advisors | Grand Rapids | MI | 01/2021 | Present |
1. St. Mary's Foundation. Not Investment Related. Grand Rapids, MI. Start Date: 07/2023. Board Treasurer & member of the board's executive committee. Less than 5 hours per month during securities trading hours. Less than 5 hours per month outside of securities trading hours. Review financials and communicate to larger board of directors.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-03-30 |
| S66 | Uniform Combined State Law Examination | 2005-10-13 |
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