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4100 Edison Lakes Parkway Suite 225, Mishawaka, IN 46545 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-07-08 |
| IN | RA | APPROVED | 2020-08-25 |
Branch Locations
4100 Edison Lakes Parkway Suite 225, Mishawaka, IN 46545 • 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 |
|---|---|---|---|---|
| Nylife Securities Llc | Grand Rapids | MI | 01/2014 | 09/2017 |
| New York Life | Grand Rapids | MI | 10/2013 | 09/2017 |
| Mass Mutual Life Insurance Company | Kalamazoo | MI | 09/2017 | 10/2019 |
| Mml Investors Services | Kalamazoo | MI | 10/2017 | 10/2019 |
| Infinex Investments, Inc. | Meriden | CT | 10/2019 | 05/2020 |
| Flagstar Bank | La Porte | IN | 10/2019 | 07/2020 |
| Hilltop Wealth Solutions | Mishawaka | IN | 07/2020 | Present |
Insurance Licensed Since 2005
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-02-01 |
| S63 | Uniform Securities Agent State Law Examination | 2014-03-05 |
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