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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-08-04 |
| MI | RA | APPROVED | 2025-08-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Holland Township Recreation | Holland | MI | 04/2016 | 08/2018 |
| Michigan State University | East Lansing | MI | 08/2017 | 05/2021 |
| Papa Johns Pizza | Holland | MI | 05/2018 | 09/2018 |
| Papa Johns Pizza | Holland | MI | 05/2019 | 09/2019 |
| Unemployed | Macatawa | MI | 06/2021 | 10/2021 |
| Grand Rapids Gold | Grand Rapids | MI | 10/2021 | 04/2022 |
| Unemployed | Grand Rapids | MI | 05/2022 | 04/2023 |
| West Ottawa High School | Holland | MI | 09/2013 | 05/2017 |
| Jets Pizza | Holland | MI | 05/2017 | 08/2017 |
| Doordash | San Fransisco | CA | 04/2023 | 11/2023 |
| Equitable Advisors | Grand Rapids | MI | 05/2023 | 08/2023 |
| Daniel Peterson | Grand Rapids | MI | 11/2023 | 07/2025 |
| Northwestern Mutual Investment Services Llc | Grand Rapids | MI | 12/2023 | 07/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Grand Rapids | MI | 07/2025 | Present |
| Bank Of America, N.A. | Grand Rapids | MI | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-20 |
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