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7950 Moorsbridge Road Suite 104, Portage, MI 49024 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-05-18 |
| MI | RA | APPROVED | 2021-03-31 |
Branch Locations
7950 Moorsbridge Road Suite 104, Portage, MI 49024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oppenheimer & Co Inc | Kalamazoo | MI | 04/2015 | 02/2018 |
| Lpl Financial Llc | Portage | MI | 02/2018 | 08/2021 |
| 626 Financial, Llc | Portage | MI | 03/2021 | Present |
1. Licensed insurance professional; same address; less than 10% of business time
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-04-03 |
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