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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-04-18 |
Branch Locations
4362 Cascade Rd. Se, Ste. 111, Grand Rapids, MI 49546-3670 • United States
Caledonia, MI • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Summit Brokerage Services | Grandville | MI | 02/2015 | 09/2017 |
| Summit Financial Group | Grandville | MI | 02/2015 | 09/2017 |
| Summit Brokerage Services | Grandville | MI | 12/2017 | 09/2019 |
| Summit Financial Group Inc | Grandville | MI | 12/2017 | 05/2021 |
| Cetera Advisor Networks Llc | El Segundo | CA | 09/2019 | 04/2024 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | 04/2024 |
| Ameriprise Financial Services, Llc | Grand Rapids | MI | 04/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-11-18 |
| S63 | Uniform Securities Agent State Law Examination | 1983-10-05 |
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