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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-07-06 |
Branch Locations
2025 E Beltline Ave Se Ste 501, Grand Rapids, MI 49546 • United States
One North Jefferson Avenue H0004-05C, St. Louis, MO 63103 • UNITED STATES
One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2022-11-03 |
| TX | RA | APPROVED | 2022-11-03 |
Branch Locations
2025 E Beltline Se Ste 501, Grand Rapids, MI 49546 • United States
Grand Rapids, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valmark Securities, Inc. | Akron | OH | 08/2012 | 01/2018 |
| Strategies Wealth Advisors | Grand Rapids | MI | 01/2011 | 01/2018 |
| Mutual Securities | Camarillo | CA | 01/2018 | 02/2021 |
| Mtb Of Michigan, Llc Dba Strategies Wealth Advisors | Grand Rapids | MI | 01/2018 | 02/2021 |
| Wells Fargo Clearing Services, Llc | Grand Rapids | MI | 02/2021 | Present |
NOTARY PUBLIC, NOT INVT RELATED, GRAND RAPIDS, MI, NOTARY, START DATE 3/6/2023, 0 HRS PER MONTH,0 HRS DURING TRADING, NOTARIZE DOCUMENTS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-28 |
| S63 | Uniform Securities Agent State Law Examination | 2013-01-14 |
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