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500 Office Center Drive Suite 400, Fort Washington, PA 19034 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-04-09 |
Branch Locations
500 Office Center Drive Suite 400, Fort Washington, PA 19034 • United States
Byron Center, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Formulafolio Investments, Llc | Grand Rapids | MI | 01/2015 | 03/2020 |
| Coldwell Real Estate Inc | Grand Rapids | MI | 10/2015 | 09/2017 |
| Coldwell Banker Schmidt Real Estate | Grand Rapids | MI | 10/2017 | 09/2023 |
| Midwest Capital Advisors, Llc | Grand Rapids | MI | 03/2020 | 08/2024 |
| Equita Financial Network, Inc. | Fort Washington | PA | 03/2025 | Present |
| Mission Driven Finance | San Diego | CA | 08/2024 | Present |
Mission Driven Finance Investment-Related 2247 San Diego Ave Ste 135, San Diego, CA 92110 Impact Investing (Private Funds) Senior Manager of Compliance Start Date: 08/2024 Approximate hours/month: 160 Approximate hours/month during securities trading hours: 100 Duties: Compliance program management responsibilities
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-09-29 |
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