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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
3480 28Th Street Se, Grand Rapids, MI 49512-1602 • United States
Grand Rapids, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Redwater Group | Grand Rapids | MI | 08/2016 | 10/2016 |
| Redwater Group | Grand Rapids | MI | 06/2017 | 10/2017 |
| Redwater Group | Grand Rapids | MI | 05/2018 | 08/2018 |
| Redwater Group | Grand Rapids | MI | 05/2019 | 08/2019 |
| Redwater Group | Grand Rapids | MI | 05/2020 | 08/2020 |
| Redwater Group | Grand Rapids | MI | 05/2021 | 08/2021 |
| Heart Of West Michigan United Way | Grand Rapids | MI | 05/2021 | 08/2021 |
| Fidelity Investments | Grand Rapids | MI | 05/2022 | Present |
| Forest Hills Central High School | Grand Rapids | MI | 10/2016 | 06/2017 |
| Forest Hills Central High School | Grand Rapids | MI | 10/2017 | 05/2018 |
| Michigan State University | East Lansing | MI | 08/2018 | 05/2019 |
| Michigan State University | East Lansing | MI | 08/2019 | 05/2020 |
| Michigan State University | East Lansing | MI | 08/2020 | 05/2021 |
| Michigan State University | East Lansing | MI | 08/2021 | 05/2022 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-132378|OrgNmn:Not Established Yet|Org Addr:Ada,Michigan,US|OBA Nature:Private Family Foundation - No|Invst Rel:N|Title:Director|Duties:Attend Charity events/work. Donations|StrtDt:03-01-27|TotHrs/mon:2|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-21 |
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