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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-09-20 |
| TX | RA | APPROVED | 2020-04-01 |
| MI | RA | APPROVED | 2019-09-06 |
Branch Locations
2 North Tamiami Trail Suite 1100, Sarasota, FL 34236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance | Grand Rapids | MI | 02/2018 | 08/2018 |
| Calvin College | Grand Rapids | MI | 08/2014 | 03/2018 |
| Cedarkirk Camp & Conference Center | Lithia | FL | 05/2017 | 08/2017 |
| Calvin College | Grand Rapids | MI | 08/2016 | 05/2017 |
| Axa Advisors, Llc | New York | NY | 07/2018 | 07/2019 |
| Calvin College | Grand Rapids | MI | 06/2018 | Present |
| Morgan Stanley | Sarasota | FL | 08/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-28 |
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