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Rockford, MI • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-06-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fiduciary Financial Advisors | Grand Rapids | MI | 12/2016 | 04/2026 |
| Van Andel Research Institute | Grand Rapids | MI | 05/2011 | 11/2016 |
| Howard Fiduciary Investments, Llc | Rockford | MI | 04/2026 | Present |
Ditis Advising LLC, 6560 Myers Lake Ave NE, Rockford, MI 49341. Non-investment-related. Business coaching services. Owner. Start date: May 15, 2017. Approximately 2 hours per month, 0 hours during securities trading hours. Duties include providing business coaching and consulting to small business owners. Gamma Equity Partners LLC, 6560 Myers Lake Ave NE, Rockford, MI 49341. Investment-related. Personal investment activities using strategies that differ from those used in client accounts. Does not manage outside investor capital. Owner. Start date: April 21, 2026. Approximately 5 to 10 hours per week, approximately 5 to 10 hours during securities trading hours. Duties include researching, analyzing, and executing personal equity investment strategies.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-04-18 |
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