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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-21 |
| MI | RA | APPROVED | 2021-02-16 |
Branch Locations
5136 Cascade Rd Se Ste 2B, Grand Rapids, MI 49546 • United States
Grand Rapids, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Grand Valley State University | Allendale | MI | 08/2016 | 04/2017 |
| United States Commercial Service | Grand Rapids | MI | 04/2017 | 08/2017 |
| Pra Global Business Development | Grand Rapids | MI | 08/2017 | 05/2018 |
| Lpl Financial | Livonia | MI | 06/2018 | 08/2019 |
| Ameriprise Financial Services, Inc | Grand Rapids | MI | 08/2019 | 03/2020 |
| Spectrum Health Innovations Llc | Grand Rapids | MI | 10/2018 | 07/2019 |
| Ameriprise Financial Services, Llc | Grand Rapids | MI | 03/2020 | Present |
Real Estate Ownership; Multi-Family; 610 Parkwood St NE, , Grand Rapids, MI, 49503; Not Investment-Related; 05/01/2022 / Multi-Family; 610 1/2 Parkwood St NE, , Grand Rapids, MI, 49503; Investment-Related; 10/01/2026. Outside Employment; H&S Companies; Financial planner; AFA advisor for H&S Companies; 5136 Cascade Rd SE, Suite 2B, Grand Rapids, MI, 49546; Investment-Related; 08/05/2019; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-06 |
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