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301 Hoover Blvd. Suite 300, Holland, MI 49423 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2021-02-18 |
Branch Locations
301 Hoover Blvd. Suite 300, Holland, MI 49423 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Netwrok | Waltham | MA | 05/2008 | 09/2017 |
| Lakeshore Financial Group | Holland | MI | 05/2008 | 09/2017 |
| Raymond James & Associates, Inc. | Holland | MI | 09/2017 | 04/2021 |
| West Michigan Advisors, Llc | Holland | MI | 04/2021 | Present |
(1.) Insurance sales- Agent. Sale and service of various lines of non securities insurance products and/or fixed annuities through various carriers. About 4 hours a month is devoted to this, all during trading hours. START DATE: 4/4/1996
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-14 |
| S63 | Uniform Securities Agent State Law Examination | 1996-09-17 |
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