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1146 South Washington Avenue, Lansing, MI 48910 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-03 |
| MI | RA | APPROVED | 2025-01-03 |
| IN | RA | APPROVED | 2020-04-20 |
| OH | RA | APPROVED | 2020-04-20 |
Branch Locations
1146 South Washington Avenue, Lansing, MI 48910 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Principal Life Ins Company | Lansing | MI | 01/2013 | Present |
| Princor Financial Services Corporation | Lansing | MI | 01/2013 | Present |
| The Centennial Group | Lansing | MI | 02/2013 | 01/2019 |
| Washington Avenue Advisors | Lansing | MI | 02/2016 | Present |
1. Partner; LRS Properties, LLC & Beemans Block, LLC & REO 1000, LLC; Investment Related: Yes; Location: Bob Reid Property Management, 110 W. Michigan Ave., Suite 750, Lansing, MI 48933; Description: Real estate investment company formed to own and hold commercial real estate. Responsibilities are limited to passive ownership and periodic oversight as a partner. Day-to-day property management and operations are performed by Bob Reid Property Management. Start Date: 2005-01-01; During Trading Hours: 1 2. Partner; LPT Holdings, LLC; Investment Related: Yes; Location: Trumble Group, 6850 N. Aurelius Rd., Lansing, MI 48911; Description: Holding company maintaining ownership interests associated with a Class C liquor license. Responsibilities are limited to passive ownership and periodic oversight as a partner. Day-to-day management and administrative activities are performed by Trumble Group. Start Date: 2018-01-01; During Trading Hours: 1 3. Partner; L&P Properties, LLC; Investment Related: Yes; Location: Trumble Group, 6850 N. Aurelius Rd., Lansing, MI 48911; Description: Real estate investment company formed to own and hold commercial real estate. Responsibilities are limited to passive ownership and periodic oversight as a partner. Day-to-day property management and operations are performed by Trumble Group. Start Date: 2017-01-01; During Trading Hours: 1 4. Area Director; Startup Grind Lansing; Investment Related: No; Location: 1146 S. Washington Ave., Lansing, MI 48910; Description: Professional networking organization that hosts events, panel discussions, and educational programs for entrepreneurs, startups, and local business leaders. Responsibilities include organizing events, coordinating speakers, and supporting community engagement initiatives. Start Date: 2020-10-01; During Trading Hours: 4; Outside Trading Hours: 4. 5. Co-Manager and Co-General Partner; Exit Quotient Ventures Fund I, LLP; Investment Related: Yes; Location: 1146 S. Washington Ave., Lansing, MI 48910; Description: Private investment fund focused on venture capital and private investment opportunities. Responsibilities include fund oversight, investment selection activities, conducting due diligence, and portfolio monitoring. Holds an ownership interest in the fund. Fundraising activities concluded in 2024 and the fund is currently operating in investment and portfolio management mode. Start Date: 2022-06-01; During Trading Hours: 60; Outside Trading Hours: 20. 6. Partner; Washington Avenue Ventures, LLC; Investment Related: Yes; Location: 1146 S. Washington Ave., Lansing, MI 48910; Description: Venture capital and private investment company that invests in start-up companies and other private investment opportunities. Responsibilities include evaluating investment opportunities, participating in investment-related discussions, and monitoring portfolio investments. Holds an ownership interest in the entity. Start Date: 2019-01-01; Outside Trading Hours: 1. 7. Development Board Member and Investor; Spartan Pickleball; Investment Related: Yes; Location: 805 Lantern Hill Dr., East Lansing, MI 48823; Description: Development-stage real estate project focused on the construction and operation of pickleball facilities. Responsibilities include serving on the development board, assisting with capital formation activities, and supporting project development initiatives. Holds an ownership interest in the entity. Start Date: 2025-04-01; Outside Trading Hours: 2 8. Relationship Manager and Investor; Champion Series Pickleball (Detroit Team); Investment Related: Yes; Location: 805 Lantern Hill Dr., East Lansing, MI 48823; Description: Sports franchise acquisition and operating entity. Responsibilities include assisting with capital formation, investor relations, and coordination of acquisition-related activities. May receive or hold an equity interest in the entity. Start Date: 2026-01-01; During Trading Hours: 4; Outside Trading Hours: 6
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-07-10 |
| S63 | Uniform Securities Agent State Law Examination | 2005-09-20 |
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