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200 W. Madison St. Suite 2500, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-05-01 |
| CA | RA | APPROVED | 2025-01-01 |
Branch Locations
180 Monroe Avenue Nw Suite 3W, Grand Rapids, MI 49503 • United States
200 W. Madison St. Suite 2500, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities Llc | Grand Rapids | MI | 10/2022 | 07/2023 |
| Arbor Financial Credit Union | Kalamazoo | MI | 07/2019 | 09/2022 |
| Central City Tap House | Kalamazoo | MI | 07/2019 | 07/2019 |
| Olive Garden | Louisville | KY | 02/2017 | 06/2019 |
| Louisville Overstock Warehouse | Louisville | KY | 03/2016 | 12/2016 |
| Save A Lot | Kalamazoo | MI | 10/2013 | 05/2020 |
| The Prudential Insurance Company Of America | Grand Rapids | MI | 10/2022 | 07/2023 |
| Cuso Financial Services, Lp | San Diego | CA | 07/2023 | 07/2024 |
| Consumers Credit Union | Kalamazoo | MI | 07/2023 | 07/2024 |
| Citygate Church | Portage | MI | 02/2020 | 12/2022 |
| Servicemasters Clean Of Kalamazoo | Kalamazoo | MI | 03/2023 | 06/2023 |
| Hightower Advisors, Llc | Grand Rapids | MI | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-03 |
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