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Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-04-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Jackson | MI | 07/1993 | 03/2020 |
| Ameriprise Financial Services, Llc | Jackson | MI | 03/2020 | 04/2025 |
| Commonwealth Financial Network | Waltham | MA | 04/2025 | 04/2026 |
| Honeycomb Wealth Advisors | Jackson | MI | 04/2025 | Present |
| Cushard Holdings Llc | Jackson | MI | 02/2026 | Present |
| 740 Laurence Ave | Jackson | MI | 04/2026 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 04/2026 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 04/2026 | Present |
| Allegiant Wealth Strategies | Battle Creek | MI | 08/2026 | Present |
1. NAME OF OTHER BUSINESS: HONEYCOMB WEALTH ADVISORS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL ADVISORY SERVICES START DATE: 04/2025 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: I OPERATE A WEALTH ADVISORY PRACTICE 2. NAME OF OTHER BUSINESS: CUSHARD HOLDINGS LLC INVESTMENT RELATED: NO ADDRESS: CHELSEA, MI NATURE OF BUSINESS: REAL ESTATE LLC START DATE: 02/2026 POSITION/TITLE/RELATIONSHIP: OWNER / AGENT APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: MANAGE A RENTAL PROPERTY 3. NAME OF OTHER BUSINESS: 740 LAURENCE AVE INVESTMENT RELATED: NO ADDRESS: JACKSON, MI NATURE OF BUSINESS: RENTAL PROPERTY START DATE: 04/2026 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: RENTAL PROPERTY; 4. NAME OF OTHER BUSINESS: ALLEGIANT WEALTH STRATEGIES; INVESTMENT RELATED: YES, ADDRESS: 927 WEST COLUMBIA AVE, SUITE A, BATTLE CREEK, MI 49015, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 8/2026, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 10, APX NUMBER OF HOURS DURING TRADING HOURS: 10, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-07-15 |
| S63 | Uniform Securities Agent State Law Examination | 1994-11-15 |
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