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124 Fulton St. East Suite 200, Grand Rapids, MI 49503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-06-07 |
| MI | RA | APPROVED | 2025-01-08 |
Branch Locations
124 Fulton St. East Suite 200, Grand Rapids, MI 49503 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Grand Rapids | MI | 10/2014 | 09/2019 |
| Bank Of America N.A. | Grand Rapids | MI | 12/2014 | 09/2019 |
| Hb Wealth Management, Llc | Grand Rapids | MI | 09/2019 | Present |
Name of other business: Van Andel Institute Investment related: N Address of business: Grand Rapids, Michigan 49503 Nature of business: Non-Profit Charitable Organization Position, title, association: Advisory Board Member Start date of relationship: 12/4/2018 Number of hours devoted: 1 hour(s) Monthly Number of hours devoted during trading hours: 1 Duties: Winterfest Celebration Board Member. Responsible for coordinating the winterfest celebration and contacting potential guests. EAST GRAND RAPIDS SCHOOL FOUNDATION. NOT INVESTMENT RELATED. GRAND RAPIDS, MICHIGAN. BOARD MEMBER. START DATE: 07/2025. 2 HOURS PER MONTH. 0 HOURS DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-01-15 |
| S63 | Uniform Securities Agent State Law Examination | 2014-03-28 |
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