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13919 S W Bay Shore Dr Suite 104, Traverse City, MI 49684 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-08-28 |
Branch Locations
13919 S W Bay Shore Dr Suite 104, Traverse City, MI 49684 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Rehmann Group | Traverse City | MI | 06/2007 | 04/2017 |
| Royal Alliance Associates | Traverse City | MI | 02/2010 | 04/2017 |
| Rehmann Financial Network, Llc | Lansing | MI | 01/2017 | 04/2017 |
| Regal Investment Advisors | Kentwood | MI | 04/2017 | 03/2018 |
| Dynamic Wealth Advisors Dba Black Walnut Wealth Management | Phoenix | AZ | 03/2018 | 08/2025 |
| Black Walnut Wealth Management | Traverse City | MI | 07/2025 | Present |
Eric is the owner of Red Birch Holdings, LLC, a non-investment-related business located at 412 S. Union St. Traverse City, MI 49684. Red Birch owns the business suite utilized by Black Walnut. Eric's title and position with Red Birch Holdings, LLC is that of owner. Eric's relationship with this entity began on January 22, 2019, and he devotes approximately 2 hours per month to this business, with 0 hours during securities trading hours. Eric's duties relating to this business involve managing rental payments from Black Walnut to Red Birch.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-01-04 |
| S63 | Uniform Securities Agent State Law Examination | 1995-02-24 |
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