Keagan W Rushmore

Current Employers

Employment History

• 02/2009 → 11/2016
  Planmember Securities Corporation
  Carpinteria, CA
• 11/2016 → 09/2025
  Usa Financial Securities
  Ada, MI
• 09/2025 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL
• 09/2025 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL
• 08/2026 → Present
  Catholic Order Of Foresters
  Grand Rapids, MI

Previous Registrations

• 2016-11-04 → 2025-09-08
  Usa Financial Securities Llc
  Grand Rapids, MI
  Grand Rapids, MI
  Ada, MI
• 2009-06-08 → 2016-12-02
  Planmember Securities Corporation
  Grand Haven, MI
  Grand Rapids, MI
  Grand Rapids, MI
  Grand Haven, MI
  Okemos, MI

Other Businesses

(1) L2 ADVISORS, LLC; Financial Planning & Consulting, Investments, Insurance; Not investment related; 2674 KRAFT AVE SE, GRAND RAPIDS MI 49546; Co-Founder & CEO; Managerial and strategic work, client service, investment and insurance related activities, financial planning & consulting; Start 6/2008; 200 hours/month, 120 hours/month during trading. (2) GREAT LAKES TAX TEAM LLC; Tax preparation & Related Services; Not investment related; 2674 KRAFT AVE SE GRAND RAPIDS MI 49546; Co-Founder & CEO; START 11/2011. Managing and strategic work, client service, communication with CPAs who prepare client taxes; 5 hours/month, 5 hours/month during trading. (3) L2 Advisors LLC; DBA; Financial Planning, Securities, Insurance, Biz Equity; Investment related; 2674 Kraft Ave SE, Grand Rapids, MI 49546; Financial Planner, Co-Founder & CEO; Start 6/2006; 300 hours/month, 160 hours/month during trading. (4)Catholic Order of Foresters; Investment Related; 2674 Kraft Ave SE Grand Rapids MI 49546; Insurance; Agent; 8/2026; 10 hrs/mo during trading hrs; Policy sales and service, promotion and growth of The Order in the Grand Rapids Diocese and surrounding areas.

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-06-05
• S63 Uniform Securities Agent State Law Examination
  2009-03-31

Other Names

• Keagan W Rushmore