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3200 Broadmoor Se, Grand Rapids, MI 49512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-08-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Forest Hills Northern High School | Grand Rapids | MI | 01/2016 | 03/2017 |
| Jimmy John’s | Grand Rapids | MI | 03/2017 | 03/2019 |
| Independent Resident For Home Renovation | Grand Rapids | MI | 05/2019 | 08/2019 |
| Hope College | Holland | MI | 08/2019 | 03/2020 |
| Thoroughbred Fulfillment | Zeeland | MI | 03/2020 | 07/2020 |
| Mitten Brewing Company | Saugatuck | MI | 08/2020 | 08/2021 |
| Dr Capital Management | Grand Rapids | MI | 08/2021 | 03/2022 |
| Big Lake Brewing | Holland | MI | 03/2022 | 08/2022 |
| Conpoto | Holland | MI | 08/2022 | 03/2026 |
| Streamsong Advisors, Llc | Grand Rapids | MI | 03/2026 | Present |
| Streamsong Advisors, Llc | Grand Rapids | MI | 07/2026 | Present |
Sand Dune Media; Position Title: CRO; Investment Related: No; Location: 2658 Carlton Ave NE, Grand Rapids, Michigan 49505; Description: Media company servicing companies in greater Grand Rapids. Marketing, Social Media, and Video production.; Responsibilities Duties: Manage the sales process; Start date: 2024-07-20; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 10; Percentage of total yearly compensation expected to be derived from the business: 5.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-16 |
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