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124 Fulton St. East Suite 200, Grand Rapids, MI 49503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-10-24 |
Branch Locations
124 Fulton St. East Suite 200, Grand Rapids, MI 49503 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| W&S Brokerage Services | Cincinnati | OH | 08/2017 | 01/2023 |
| Western & Southern Life | Mishawaka | IN | 07/2017 | 01/2023 |
| Premier Mfg Company | Tualatin | OR | 07/2015 | 07/2017 |
| Mml Investors Services Llc | Crown Point | IN | 02/2023 | 10/2025 |
| Massmutual Life Insurance Co | Crown Point | IN | 01/2023 | 10/2025 |
| Westpoint Financial Group | Indianapolis | IN | 01/2023 | 10/2025 |
| Fiduciary Financial Advisors | Grand Rapids | MI | 10/2025 | Present |
INSURANCE AGENT. INVESTMENT RELATED. INDIANA. INSURANCE. AGENT. SEPTEMBER 2025. LESS THAN 10 HOURS PER MONTH DURING SECURITY TRADING HOURS. LESS THAN 10 HOURS PER MONTH OUTSIDE OF SECURITY TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-24 |
| S63 | Uniform Securities Agent State Law Examination | 2017-11-20 |
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