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730 New Hampshire St., Unit 222, Lawrence, KS 66044 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2026-07-02 |
Branch Locations
730 New Hampshire St., Unit 222, Lawrence, KS 66044 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Grand Wealth Management, Llc | Grand Rapids | MI | 03/2022 | 11/2022 |
| Brookstone Capital Management | Grand Rapids | MI | 01/2021 | 02/2022 |
| Formulafolio Investments, Llc | Grand Rapids | MI | 01/2019 | 12/2020 |
| Farmers Insurance | Caledonia | MI | 09/2016 | 12/2018 |
| Farmers Insurance | Caledonia | MI | 06/2015 | 09/2016 |
| Morgan Stanley | Grand Rapids | MI | 11/2022 | 10/2023 |
| Strategic Investment Advisors, Llc | Livonia | MI | 10/2024 | 02/2025 |
| Morgan Stanley | East Lansing | MI | 12/2022 | 10/2023 |
| Strategic Investment Advisors, Llc | Livonia | MI | 01/2024 | 10/2024 |
| Mariner | Overland Park | KS | 02/2025 | 04/2026 |
| Triad Wealth Partners | Lawrence | KS | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-07 |
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