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3075 Charlevoix Dr Se, Grand Rapids, MI 49546 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2022-11-10 |
Branch Locations
3075 Charlevoix Drive Se, Grand Rapids, MI 49546 • UNITED STATES
527 W. Saginaw, Hemlock, MI 48626 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Farm Bureau Insurance | Lansing | MI | 01/2002 | Present |
| Fb Equity Sales Corporation Of Michigan | Lansing | MI | 02/2002 | 09/2019 |
| Centennial Securities Company Inc. | Grand Rapids | MI | 09/2019 | Present |
Farm Bureau Insurance of MI. Retirement planning and business succession for their clients. My Title is Advanced Planning Specialist. Home Office: 7373 W. Saginaw Highway, PO Box 30200 Lansing, MI 48909-7700. Employed since Jan 2002. 40-60 hours per week mostly during market hours. Investment related business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-11-04 |
| S63 | Uniform Securities Agent State Law Examination | 1991-12-06 |
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