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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-01-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 01/2018 | 11/2020 |
| Fivecap, Inc. | Scottville | MI | 11/2016 | 01/2018 |
| Lowes | Ludington | MI | 05/2016 | 11/2016 |
| Manistee Golf & Country Club | Manistee | MI | 05/2016 | 10/2016 |
| Cetera Investment Services Llc | St Cloud | MN | 12/2020 | 12/2022 |
| Cetera Investment Advisers Llc | Ludington | MI | 12/2020 | 12/2022 |
| West Shore Bank | Ludington | MI | 12/2020 | 12/2022 |
| Cetera Investment Services Llc | St Cloud | MN | 01/2023 | Present |
| Cetera Investment Advisers Llc | Mears | MI | 01/2023 | Present |
1) VICE PRESIDENT OF HART ROTARY; ASSIST PRESIDENT IN PREPARING MEALS FOR THE CLUB, SECURING SPEAKERS AND COORDINATING FUNDRAISING EVENTS 2) JBC COMPANIES, JACKSON BROKERAGE FIXED INSURANCE CONSULTANT; AG FAMILY WEALTH, DBA FOR CETERA BUSINESS, 100% OWNER; 3) BOARD MEMBER FOR SHELBY OPTIMIST, COMMUNITY SERVICE - MEET WITH OTHER BOARD MEMBERS TO VOTE ON FUNDING REQUEST FOR COMMUNITY, 1/HR/WK; 4) PROPERTY & CASUALTY INSURANCE FOR FARM BUREAU 5) BOARD MEMBER FOR SILVER LAKE SAND DUNES AREA CHAMBER OF COMMERCE, ATTEND MEETINGS AND HELP OUT AT CHAMBER EVENTS, 5/HRS/WK;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-03-29 |
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