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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-10-10 |
| IL | RA | APPROVED | 2020-11-05 |
| TX | RA | APPROVED_RES | 2020-09-28 |
| MI | RA | APPROVED | 2020-09-24 |
Branch Locations
7965 North High Street, Suite 150, Columbus, OH 43235 • United States
2525 Cabot Drive Suite 100R, Lisle, IL 60532 • United States
Holland, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massachusetts Mutual Life Insurance Company | Springfield | MA | 07/2016 | 02/2017 |
| Horace Mann | Brighton | MI | 02/2017 | 09/2018 |
| Horace Mann Investors, Inc. | Springfield | IL | 02/2017 | 09/2018 |
| Valic Financial Advisors, Inc. | Auburn Hills | MI | 09/2018 | 09/2020 |
| Voya Financial Advisors, Inc. | Farmington Hills | MI | 09/2020 | Present |
NAME OF ENTITY:Quarterback Club; No; 1797 Grand Ridge Ct; Grand Rapids; MI; 49525; Football camps and training to youth and high school athletes; Co-Founder; 1/1/2019; 12; 0; Coach and administer the camps| NAME OF ENTITY:Michigan Elite Football Club, LLC; No; 1797 Grand Ridge Ct; Grand Rapids; MI; 49525; Coach and administer the camps; Co-Founder; 1/1/2018; 12; 0; Football camps and training to youth and high school athletes, looking to improve fundamentals. Camps are held on weekends during the football off-season| NAME OF ENTITY:VRIAC; No; ONE ORANGE WAY; WINDSOR; CT; 06095; Sale and Service of Voya HRA product; N/A; 9/30/2022; 10; 10; Sale and Service of Voya HRA product. A Health Reimbursement Arrangement (???HRA??) is an employer funded ???accident or health plan?? (???Plan??), which reimburses qualified medical expenses and also permits any unused portion to be carried forward to the next year. Not a Security Offering.| TRANSFORMATION COMMUNITY CHURCH POSITION: Finance Director NATURE: Finance Director INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2024 ADDRESS: 3950 Leonard St. NW, Walker MI 49534, United States DESCRIPTION: The financial director will oversee the day to day financial needs of the church, bringing overall organization to the bookkeeping process, and will assist in the wise steward of finances. This role requires availability on Sundays and some time throughout the weekday evenings.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-02-14 |
| S63 | Uniform Securities Agent State Law Examination | 1998-05-11 |
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