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2479 Woodlake Cir Suite 340, Okemos, MI 48842 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-01-14 |
| TX | RA | APPROVED_RES | 2025-05-23 |
| LA | RA | APPROVED | 2025-05-21 |
Branch Locations
2479 Woodlake Cir Suite 340, Okemos, MI 48842 • United States
2600 S Waverly Road, Lansing, MI 48911 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-01-14 |
Branch Locations
2600 S Waverly Road, Lansing, MI 48911 • 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 |
|---|---|---|---|---|
| Principal Life Ins Co | Lansing | MI | 10/2013 | 03/2020 |
| The Centennial Group | Lansing | MI | 06/2014 | Present |
| Holt-Dimondale Agency | Lansing | MI | 07/2015 | 07/2019 |
| Washington Avenue Advisors | Lansing | MI | 03/2016 | 03/2020 |
| Principal Securities Inc | Lansing | MI | 03/2016 | 03/2020 |
***OUTSIDE INSURANCE, SALES AND SERVICE OF FIXED LIFE INSURANCE, DISABILITY INSURANCE, LONG TERM CARE INSURANCE AND FIXED ANNUITIES THROUGH VARIOUS CARRIERS, 07/20/15. ***Youth Haven, Board Member, 09/12/16.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-11-26 |
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