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29 Pearl Street Nw Ste 400, Grand Rapids, MI 49503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-07-21 |
Branch Locations
29 Pearl Street Nw Ste 400, Grand Rapids, MI 49503 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 06/2017 | 07/2018 |
| Grand Valley State University | Allendale | MI | 08/2013 | 06/2017 |
| W&S Brokerage Services | Cincinnati | OH | 04/2019 | 01/2020 |
| Western & Southern Life | Grand Rapids | MI | 03/2019 | 01/2020 |
| Unemployed | Greenville | NC | 08/2018 | 03/2019 |
| Regal Holdings, Llc | Kentwood | MI | 01/2020 | 07/2026 |
| Kroon & Mitchell Asset Management Llc | Grand Rapids | MI | 07/2026 | Present |
INSURANCE LICENSED; INVESTMENT RELATED; GRAND RAPIDS, MI; SALES OF INSURANCE PRODUCTS; 3/2019; 0 HRS/WK; RESIDENT PRODUCER LICENSE FOR LIFE, ACCIDENT & HEALTH
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-18 |
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