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333 Bridge Street Nw Suite 800, Grand Rapids, MI 49504 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2022-09-21 |
Branch Locations
333 Bridge Street Nw Suite 800, Grand Rapids, MI 49504 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Grand Wealth Management | Grand Rapids | MI | 08/2022 | Present |
| Brookstone Capital Management | Grand Rapids | MI | 11/2017 | 08/2022 |
| Huntington National Bank | Grand Rapids | MI | 08/2016 | 11/2017 |
I operate as a sole proprietor for a non-investment-related business called Planscape LLC, with its business address at 1228 Penn Ave NE, Grand Rapids, MI 49505. The nature of this business revolves around financial planning, and its operations started on 7-13-23. On average, I dedicate approximately 4 hours per month to this venture, with none of those hours falling within securities trading hours. My primary role involves working as a consultant for Campbell Wealth Advisors LLC, where I specialize in entering financial data into reports for their prospective clients. It's important to note that I do not engage directly with clients or offer any investment-related advice. Instead, my primary responsibilities revolve around data management and report preparation.
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