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124 Fulton St. East Suite 200, Grand Rapids, MI 49503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pierpont Financial Advisors Llc | Ventura | CA | 02/2017 | 11/2020 |
| The Trade Desk, Inc. | Ventura | CA | 05/2014 | 06/2019 |
| Adviceperiod | Ventura | CA | 11/2020 | 03/2022 |
| Mariner Platform Solutions | Ventura | CA | 03/2022 | 03/2023 |
| Fully Vested Llc | Ventura | CA | 03/2022 | Present |
| Fiduciary Financial Advisors | Grand Rapids | MI | 03/2023 | Present |
1. Jeff Harley (Consulant); Not Investment Related; Provide consulting services in the areas of technology, operations and finance; Start Date: 07/2020; 15 Hrs/month; 5 hours during trading; Owner; Work as a consultant to help companies scale their business and implement new technology to add efficiency to their business. 2. Madecraft, LLC; Not Investment Related; 315 E. Canon Perdido SuiteB Santa Barbara, CA 93101; Educational content is recorded as either video or audio presentation to be distributed on multiple learning platforms; Start Date: 01/2020; 1 Hrs/month; 0 during trading; Owner; Responsible for developing education content and working with production company to produce and distribute content. 3. Pine Shore Lodge Partners
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-01-18 |
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