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Grand Haven, MI • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-02-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 04/2014 | 07/2017 |
| National Life | Chicago | IL | 07/2017 | Present |
| Equity Services, Inc. | Montpelier | VT | 08/2017 | 03/2020 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 03/2020 | 12/2024 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 03/2020 | Present |
1) LAKESHORE FINANCIAL, 123 N WAKER DRIVE, STE 600, CHICAGO, IL,INSURANCE AGENT/SALES LIFE INSURANCE ONLY, 08/01/17, NIR, 15/MO- 15/TRADING. 2) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-20/WK-20/TRADING. 03/02/20 3) BRIDGING DIVORCE SOLUTIONS, LLC, 1613 AUBURNDALE AVE, CHATTANOOGA, TN, DIVORCE MEDIATOR, COLLABORATIVE FINANCIAL NEUTRAL, WORKSHIP LEADER, 02/25/20, NIR, 10/WK- 5/TRADING 4) LICENSEE OF SECOND SATURDAY, UNDER BRIDGE-ING, LLC, SECOND SATURDAY WIFE.ORG, PO BOX 910014, SAN DIEGO, CA, WORKSHIP LEADER, 02/28/20, NIR, 6/MO- 0/TRADING 5) BRIDGING WEALTH SOLUTIONS, 2601 Broad Street, Suite 3, Chattanooga TN 37408, 10/2023, Investment Advisor Representative, Using a Trade Name/dba, INV REL, 8 HR/MO - 8 HR/MO TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-07-30 |
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