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1125 N.W. Couch Street Suite 900, Portland, OR 97209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-10-04 |
Branch Locations
South Lyon, MI • United States
One Woodward Ave., Ste 1500, Detroit, MI 48226 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Huntington National Bank | Ypsilanti | MI | 05/2022 | 11/2023 |
| Huntington National Bank | Wintersville | OH | 02/2020 | 05/2022 |
| Full Time Student | Steuebenville | OH | 01/2013 | 02/2020 |
| Franciscan University Of Steubenville | Steubenville | OH | 01/2016 | 12/2019 |
| The Huntington Investment Company | Columbus | OH | 03/2023 | 11/2023 |
| Empower Financial Services, Inc | Greenwood Village | CO | 11/2023 | 08/2024 |
| M Holdings Securities, Inc. | Portland | OR | 09/2024 | Present |
1) LoVasco Consulting Group; One Woodward Ave., Ste 1500, DETROIT, MI 48226; M Financial Group Member Firm Employee; Financial Wellness Adviser; Educational and advisory role to plan participants in employer sponsored retirement plans; 9/16/2024; 160 ho/mo; 120 ho/mo during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-03 |
| S63 | Uniform Securities Agent State Law Examination | 2023-07-17 |
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