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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-01-02 |
Branch Locations
644 Lovett Ave Se Suite A, Grand Rapids, MI 49506 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cooperdavis Financial Group | Grand Rapids | MI | 07/2020 | Present |
| Formulafolios | Grand Rapids | MI | 04/2019 | 07/2020 |
| Dykhuis Farms | Hamilton | MI | 06/2014 | 04/2019 |
| Commonwealth Financial Network | Waltham | MA | 09/2022 | 01/2024 |
| Commonwealth Financial Network | Waltham | MA | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-29 |
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