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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 | 2026-08-12 |
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 |
|---|---|---|---|---|
| Northern Trust | Grand Rapids | MI | 08/2021 | 05/2026 |
| Grand Wealth Management | Grand Rapids | MI | 05/2026 | Present |
| Grand Valley State University | Allendale | MI | 08/2016 | 05/2020 |
| Morgan Stanley | Tampa | FL | 03/2021 | 07/2021 |
| Blythefield Memory Gardens | Rockford | MI | 07/2013 | 01/2021 |
| Willis Consulting | Los Angeles | CA | 05/2019 | 08/2019 |
| Hungerford Valuation | Grand Rapids | MI | 01/2020 | 05/2020 |
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