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38 Commerce Avenue Sw Suite 310, Grand Rapids, MI 49503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-11 |
| MI | RA | APPROVED | 2024-09-03 |
Branch Locations
38 Commerce Avenue Sw Suite 310, Grand Rapids, MI 49503 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fifth Third Bank | Grand Rapids | MI | 06/2016 | 12/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Grand Rapids | MI | 12/2017 | 07/2019 |
| Ae Wealth Management, Llc | Topeka | KS | 12/2019 | 03/2021 |
| Trifound Financial, Llc | Kalamazoo | MI | 09/2019 | 03/2020 |
| Henrickson Nauta Wealth Advisors, Inc. | Belmont | MI | 09/2020 | 04/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Grand Rapids | MI | 03/2018 | 07/2019 |
| Hill Island Financial Llc | Grand Rapids | MI | 04/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-07-12 |
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