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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
Grand Rapids, MI • United States
3480 28Th Street Se, Grand Rapids, MI 49512-1602 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gradient Securities, Llc | Arden Hills | MN | 11/2018 | 12/2018 |
| Shipt | Grand Rapids | MI | 07/2018 | 09/2019 |
| Willis Law | Kalamazoo | MI | 11/2015 | 07/2018 |
| Daus Financial | Kalamazoo | MI | 01/2017 | 12/2017 |
| Dimplex Thermal Solution | Kalamazoo | MI | 05/2016 | 09/2016 |
| One America | Grand Rapids | MI | 06/2018 | 08/2018 |
| Kramer Asset Management, Llc | Grand Rapids | MI | 09/2018 | 09/2019 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 12/2018 | 09/2019 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 03/2019 | 09/2019 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 04/2019 | 09/2019 |
| Cx Institutional, Llc | Portage | MI | 10/2019 | 08/2021 |
| Lpl Financial Llc | Portagae | MI | 10/2019 | 09/2020 |
| Fidelity Investments | Grand Rapids | MI | 03/2022 | Present |
| Unemployed | Grand Rapids | MI | 08/2021 | 03/2022 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-04-19 |
| S65 | Uniform Investment Adviser Law Examination | 2018-08-29 |
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