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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-06-11 |
| MI | RA | APPROVED | 2026-05-22 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Honor Credit Union | Portage | MI | 05/2026 | Present |
| Cetera Investment Services Llc | St Cloud | MN | 05/2026 | Present |
| Cetera Investment Advisers Llc | Portage | MI | 05/2026 | Present |
| Adt Security | Kalamazoo | MI | 01/2016 | 01/2017 |
| Sprint | Grand Rapids | MI | 01/2017 | 12/2017 |
| Lpl Financial Llc | Portage | MI | 12/2017 | 09/2020 |
| Oak Point Wealth Management Llc | Portage | MI | 11/2017 | 03/2018 |
| Cx Institutional, Llc | Auburn | MI | 03/2018 | 02/2024 |
| Personal Wealth Partners, Llc | Bloomington | MN | 04/2022 | 10/2022 |
| Pnc Investments | Battle Creek | MI | 03/2024 | 05/2026 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-03-19 |
| S66 | Uniform Combined State Law Examination | 2018-04-04 |
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