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5751 Byron Center Ave Sw Suite Y, Wyoming, MI 49519 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-05-14 |
| MI | RA | APPROVED | 2024-11-08 |
Branch Locations
5751 Byron Center Ave Sw Suite Y, Wyoming, MI 49519 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kohler Company | Kohler | WI | 04/2017 | 08/2017 |
| Cornerstone University | Grand Rapids | MI | 08/2017 | 04/2018 |
| Grande Cheese Company | Fond Du Lac | WI | 05/2018 | 08/2018 |
| Peace Church | Middleville | MI | 09/2018 | 02/2020 |
| Churchill Mortgage | Wyoming | MI | 02/2020 | Present |
| Cornerstone Wealth Partners, Llc | Okemos | MI | 10/2021 | 12/2025 |
| Cornerstone University | Grand Rapids | MI | 08/2016 | 05/2020 |
| True Wealth Retirement Partners, Llc | Wyoming | MI | 09/2024 | Present |
CHURCHILL MORTGAGE; NON-INVESTMENT RELATED; GRAND RAPIDS, MI; BRANCH MANAGEMENT CONSULTANT; SPENDS APPROX. 10% OF TIME DURING TRADING HRS; BRANCH MANAGEMENT CONSULTING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-06-21 |
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