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6721 Academy Rd. Ne Suite B, Albuquerque, NM 87109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APP_PEND_IARCE | 2026-01-01 |
| MI | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
Grand Haven, MI • United States
6721 Academy Rd. Ne Suite B, Albuquerque, NM 87109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cross State Financial Group, Llc | Littleton | CO | 07/2016 | Present |
1) LICENSED INSURANCE AGENT; INVESTMENT RELATED; 13140 SIKKEMA DR., GRAND HAVEN, MI 49417; INSURANCE SALES; SINCE: 2/2018. 2) Owner and Member of Fresnel Design, LLC; non-investment related; owner/software development; Grand Haven, Michigan; Since 11/2025; Approximately 5 hours per month with some during market hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-09-30 |
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