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1125 N.W. Couch Street Suite 900, Portland, OR 97209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-08-13 |
| IL | RA | APPROVED | 2025-08-06 |
| IN | RA | APPROVED | 2023-06-19 |
| FL | RA | APPROVED | 2022-03-28 |
| MI | RA | APPROVED | 2022-03-04 |
Branch Locations
244 North Rose Street, Kalamazoo, MI 49007 • United States
1125 N.W. Couch St., Ste. 900, Portland, OR 97209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gracespring Bible Church | Richland | MI | 06/2011 | 12/2021 |
| Rose Street Advisors | Kalamazoo | MI | 12/2021 | Present |
1) Rose Street Advisors; 244 North Rose Street, Kalamazoo, MI 49007; 12/06/2021; Financial Advisor; Advise individuals on investment portfolios and financial planning; Investment Related; 160 hours/month; 160 hours/month during business hours; Wages/Salary. 2) Edge Community, Inc. 110 Allendale Lane, Terre Haute IN 47802; Non-Profit; Not Investment Related; Volunteer; Guidance and Coaching to Non-Profit Organization; 8/11/2023; 1 hour per month; 0 hours per month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-03-04 |
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