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3200 Broadmoor Se, Grand Rapids, MI 49512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-08-20 |
| GA | RA | APPROVED | 2024-12-05 |
| TX | RA | APPROVED | 2024-11-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Streamsong Advisors, Llc | Grand Rapids | MI | 06/2024 | Present |
| Grand Rapids Orthopedics | Grand Rapids | MI | 01/2017 | 07/2022 |
| Northwestern Mutual | Grand Rapids | MI | 05/2023 | 05/2023 |
| Legacy Financial | Holland | MI | 06/2022 | 08/2022 |
| Northpointe Christian | Grand Rapids | MI | 05/2017 | 08/2020 |
| Forest Hills Northern | Grand Rapids | MI | 08/2011 | 05/2017 |
| N/A | Holland | MI | 08/2022 | 05/2023 |
| Student | Grand Rapids | MI | 10/2014 | 05/2024 |
| Streamsong Advisors | Grand Rapids | MI | 05/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-06-12 |
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