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85 Broad Street 22Nd Floor, New York, NY 10004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-06-05 |
Branch Locations
950 Trade Centre Way Suite 120, Portage, MI 49002 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Natural Health Center | Kalamazoo | MI | 05/2022 | 01/2023 |
| Boesky Chiropractic | Kalamazoo | MI | 09/2022 | 01/2023 |
| Natural Health Center | Kalamazoo | MI | 05/2021 | 08/2021 |
| Gull Lake View Golf Club And Resort | Augusta | MI | 05/2020 | 08/2020 |
| Gull Lake View Golf Club And Resort | Augusta | MI | 05/2021 | 08/2021 |
| Miami University | Oxford | OH | 08/2018 | 05/2022 |
| Saint Mary's School | Raleigh | NC | 08/2014 | 05/2018 |
| Oppenheimer & Co | Kalamazoo | MI | 02/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-06-04 |
| S63 | Uniform Securities Agent State Law Examination | 2023-12-13 |
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