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538 Preston Avenue, Meriden, CT 06450-4858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2022-03-04 |
| MI | RA | APPROVED | 2020-06-10 |
Branch Locations
3001 Coolidge Rd Ste 105, East Lansing, MI 48823 • United States
Atlanta, GA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith, Incorporated | East Lansing | MI | 11/2014 | 02/2018 |
| Bank Of America, N.A. | East Lansing | MI | 12/2014 | 02/2018 |
| Alerus Securities Corporation | East Lansing | MI | 02/2018 | 12/2018 |
| Alerus | East Lansing | MI | 02/2018 | Present |
| Infinex Investments, Inc. | Meriden | CT | 12/2018 | Present |
1.) I*96387 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: DEWITT HIGH SCHOOL INVESTMENT RELATED: N ADDRESS OF BUSINESS: DEWITT, MICHIGAN 48820 NATURE OF BUSINESS: OTHER, COACHING AT A LOCAL SCHOOL POSITION, TITLE, ASSOCIATION: OTHER, COACH START DATE OF RELATIONSHIP: 9/6/2016 NUMBER OF HOURS DEVOTED: 125 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: I WILL BE TAKING ON THE ROLE OF HEAD YOUTH WRESTLING COACH FOR THE DEWITT PUBLIC SCHOOL SYSTEMS. I WILL BE COACHING THE CHILDREN FOR 2 PRACTICES PER WEEK AT 1.5 HOURS PER PRACTICE THEN ATTENDING THE WEEKEND TOURNAMENTS WITH THEM. 2.) Alerus Financial. Started Deb 2018. Approx 160 hours per month. 136 during trading hours. ESOP.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-08-05 |
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