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355 Settlers Road Suite 310, Holland, MI 49423 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-11-15 |
| MI | RA | APPROVED | 2018-10-16 |
Branch Locations
110 North 3Rd Street, Grand Haven, MI 49417 • United States
355 Settlers Road Suite 310, Holland, MI 49423 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America Inc. | Grand Rapids | MI | 05/2016 | 10/2018 |
| Securities America Advisors | Grand Rapids | MI | 05/2016 | 10/2018 |
| Db & C Advisors, Llc | Grand Haven | MI | 10/2018 | Present |
| Lpl Financial, Llc | Grand Haven | MI | 10/2018 | 06/2022 |
| Private Client Services | Grand Haven | MI | 06/2022 | 07/2024 |
1) Grand Rapids AMBUCS. Grand Rapids, MI. AMBUCS provides mobility devices for individuals with mobility issues. On board of directors, serves as chairman of board. 2 hrs/mo; 2 during trading hrs. 2) Grand Rapids Round Table - non-profit organization. Grand Rapids, MI. Participating member of organization. 2 hrs/mo; 2 during trading hrs. 3) Non-variable insurance sales-life (term universal & whole) insurance, long term care, fixed annuities. 110 N 3rd St, Grand Haven, MI 49417. 1 hr/mo; 1 during trading hrs. 4) Shannon & Theresa J Simon Trust (Personal Family Trust). 110 North 3rd St, Grand Haven, MI 49417. Personal family trust-for estate planning purposes. Co-trustee. 1 hr/mo; 0 during trading hrs. 5) SP Simon, LLC. 523 Oldfield Dr SE, Byron Center, MI 49315. Business entity for tax purposes only. Sole owner of LLC, set up for tax purposes for advisory, securities and insurance business. 1 hr/mo; 1 during trading hrs. 6) Organized Crime Retail Advisory Board (state of Michigan) 7150 Harris Dr, Dimondale, MI 48821 (Michigan State Police Headquarters). I represent the general public on this board as outlined by the Michigan statute section 752-1086 from 2012. Attend quarterly meetings when available. 1 hr/mo;1 during trading hrs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-03-31 |
| S63 | Uniform Securities Agent State Law Examination | 2009-02-06 |
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