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4095 Park East Ct. Ste. C, Grand Rapids, MI 49546 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2024-05-13 |
Branch Locations
Indianapolis, IN • United States
4095 Park East Ct. Ste. C, Grand Rapids, MI 49546 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Investment Services Llc | Chicago | WI | 08/2015 | 05/2017 |
| Northwestern Mutual Investment Services Llc | Chicago | IL | 08/2015 | 05/2017 |
| Td Ameritrade, Inc. | Chicago | IL | 05/2017 | 01/2019 |
| Raymond James Financial Services, Inc. | Indianapolis | IN | 01/2019 | 05/2020 |
| Raymond James Financial Services Advisors, Inc. | Indianapolis | IN | 01/2019 | 05/2020 |
| Financial Planning Consultants, Inc. | Indianpolis | IN | 01/2019 | 05/2020 |
| Vincere Wealth Management, Llc | Carmel | IN | 08/2020 | 10/2024 |
| Lifeworks Advisors, Llc | 3939 N. Pennsylvania St | IN | 05/2024 | Present |
1) St. Nicholas Early Learning, Inc. not investment-related 3333 N. Meridian St., Indianapolis, IN 46208 Daycare Board Member 12/1/2023 1 hour/month 0 hours/month Serving on the board of directors to assist with governance, fundraising, development, and community reach.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-01-20 |
| S63 | Uniform Securities Agent State Law Examination | 2010-09-20 |
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