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6020 East Fulton Street, Ada, MI 49301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-03-02 |
Branch Locations
2025 East Beltline Suite 203, Grand Rapids, MI 49546 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Storypoint | Rockford | MI | 12/2016 | 01/2019 |
| Bayview Grill | Frankfort | MI | 05/2017 | 09/2017 |
| Olive Garden | Grand Rapids | MI | 02/2019 | 07/2019 |
| Shipt Shopper | Lansing/Grand Rapids | MI | 01/2020 | 12/2020 |
| Birch & Maple | Frankfort | MI | 05/2018 | 09/2021 |
| Dusty's Wine Bar | Okemos | MI | 11/2021 | 08/2022 |
| Morning Belle | Grand Rapids | MI | 04/2024 | Present |
| Premier Financial Consultants | Grand Rapids | MI | 08/2022 | Present |
| Rockford High School | Rockford | MI | 08/2014 | 05/2019 |
1) Premier Financial Consultants - 2025 E. Beltline Ave. SE. Suite 203, Grand Rapids, MI 49546. Start date 08/29/2022. Director of Client Relations. Responsible for answering phones, and basic client questions in regards to their accounts. Direct calls and provide customer service to clients. 40 hours a week devoted to business. 40 hours per week devoted during securities trading hours. 2) Morning Belle - 1600 E. Beltline Ave. NE, Grand Rapids, MI 49546. Start date 04/01/2024. Waitress. Responsible for taking orders from customers and bringing them food and beverages. 12 hours per week devoted to business. 0 hours per week devoted during securities trading hours. 3) Yoder Real Estate - 6255 28th St. SE Grand Rapids, MI 49546 - Real Estate Agent. Start date 05/06/2026. Showing homes to potential buyers and assisting in closing home sales. Not investment related. 28 hours per month devoted to business. 0 hours per month devoted during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-26 |
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