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4095 Park East Ct. Ste. C, Grand Rapids, MI 49546 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-01-10 |
Branch Locations
4095 Park East Ct. Ste. C, Grand Rapids, MI 49546 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Securities, Llc | Wheaton | IL | 02/2013 | 08/2020 |
| Usana Health Sciences | Wheaton | IL | 07/2012 | 07/2017 |
| J. P. Morgan Chase, Bank, N.A. | Wheaton | IL | 04/2016 | 08/2020 |
| Lpl Financial, Llc | Saugatuck | MI | 09/2020 | 01/2023 |
| Lifeworks Advisors, Llc | Grand Rapids | MI | 01/2023 | Present |
1.) Rental Property; Non-investment related; Located at 324 N Maple St., Saugatuck, MI. 49453; Vacation Rental Property; Co-Owner; Since 1/12/2023; Approximately 3 hrs/month; 2.) Independent Insurance Agent; Investment related; Located at 324 N Maple St., Saugatuck, MI. 49453; Provide Life Insurance; Insurance Agent; Starting 1/12/2023; Approximately 3 hrs/month; Offer Life Insurance as needed for clients. 3.) Douglas Elementary Parent Teacher Organization; Non-investment related; Parent Teacher Assocation; Treasurer; Starting 08/11/2022; Approximately 3 hrs/month; Review budget and spending plan for PTO.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-02-26 |
| S63 | Uniform Securities Agent State Law Examination | 2013-04-11 |
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