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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-07-07 |
Branch Locations
2025 E Beltline Se Ste 501, Grand Rapids, MI 49546 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Flagstar Bank | Grandville | MI | 07/2013 | 07/2018 |
| Infinex Investments, Inc. | Granville | MI | 07/2016 | 02/2018 |
| Flagstar Bank | Grand Rapids | MI | 07/2013 | 02/2018 |
| Fifth Third Securities | Grand Rapids | MI | 02/2018 | 07/2023 |
| Fifth Third Bank | Grand Rapids | MI | 02/2018 | 07/2023 |
| Wells Fargo Clearing Services, Llc | Grand Rapids | MI | 07/2023 | Present |
COMMERCIAL RENTAL PROPERTY, INV RELATED, FREEPORT, MI, 100% OWNERSHIP, START 8/1/2023, 1 HOUR PER MONTH, ZERO HOURS DURING TRADING. | NAME OF LLC TBD; INV RELATED; FREEPORT, MI; 50% OWNERSHIP; 06/2025; 1 HOUR PER MONTH; 0 DURING TRADING; BUYING PIECE PROPERTY TO FARM BUSINESS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-04-18 |
| S63 | Uniform Securities Agent State Law Examination | 2014-03-19 |
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