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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2014-06-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Independent Bank | Ionia | MI | 09/1999 | Present |
| Cetera Investment Services Llc | St. Cloud | MI | 02/2009 | Present |
| Cetera Investment Advisers Llc | East Lansing | MI | 06/2014 | Present |
1.)LOAN OFFICER FOR INDEPENDENT BANK 2.)BOARD MEMBER AND TREASURER FOR FMRVRT, PREPARE MONTHLY TREASURER REPORTS, BALANCE THE MONTHLY BANK ACCOUNT ALONG WITH PAYING BILLS, DOES NOT HAVE ACCESS TO BANK ACCOUNTS, CHECK WRITING IS IN DUAL CAPACITY, 3-5/HRS/WK 3.)BOARD MEMBER FOR ANBL, PARTICIPATE IN ANNUAL BUDGET PLANNING, STRATEGIC PLANNING AND PERFORMANCE REVIEW OF THE LIBRARY DIRECTOR, 1/HR/WK
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-05-15 |
| S63 | Uniform Securities Agent State Law Examination | 2009-03-25 |
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