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875 North Michigan Ave. Unit 3940, Chicago, IL 60611 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-09-27 |
| PA | RA | APPROVED | 2023-08-22 |
| WA | RA | APPROVED | 2023-08-22 |
| TX | RA | APPROVED | 2023-05-08 |
| MI | RA | APPROVED | 2022-06-16 |
Branch Locations
875 North Michigan Ave. Unit 3940, Chicago, IL 60611 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Trifound Financial | East Tawas | MI | 03/2014 | Present |
| Trifound Advisory | Grand Rapids | MI | 06/2022 | Present |
1) INSURANCE AGENT - 3/2014 TO PRESENT. INVESTMENT RELATED. 314 NEWMAN ST., EAST TAWAS, MI 48730. DUTIES INCLUDE OFFERING INSURANCE PRODUCTS AND SERVICES TO CLIENTS AND PROSPECTS. SPEND 80% OF TIME ON THIS ACTIVITY, ALL DURING NORMAL TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-06-16 |
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