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259 E. Michigan Avenue Suite 105, Kalamazoo, MI 49007 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APP_PEND_IARCE | 2026-01-01 |
| TX | RA | APPROVED | 2025-07-30 |
Branch Locations
259 E. Michigan Avenue Suite 105, Kalamazoo, MI 49007 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Clear Ridge Wealth Management, Llc | Kalamazoo | MI | 08/2014 | Present |
M89 PROPERTIES, LLC, NON-INVESTMENT RELATED, 1385 WEST GULL LAKE DRIVE, RICHLAND, MI, REAL ESTATE OWNERSHIP, OWNER SINCE 11/21/2017, DEVOTES APPROXIMATELY 3 HOURS PER MONTH, 1 HOUR DURING SECURITIES TRADING HOURS, DUTIES INCLUDE OWNERSHIP AND MANAGEMENT OF RENTAL REAL ESTATE PROPERTIES.--- GULL LAKE COMMUNITY SCHOOLS FOUNDATION, INVESTMENT RELATED, 10100 E D AVE, RICHLAND, MI 49083, EDUCATION FOUNDATION SUPPORTING GULL LAKE COMMUNITY SCHOOLS IN RICHLAND, MI, TRUSTEE, AS OF AUGUST 2018, 6 HOURS DEVOTED PER MONTH, 2 HOURS DURING SECURITIES TRADING HOURS, BOARD MEMBER, MEMBER OF FINANCE COMMITTEE, REVIEW INVESTMENT PORTFOLIO FOR FOUNDATION WHICH IS MANAGED BY OUTSIDE FIRM.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-03-07 |
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