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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-17 |
| MI | RA | APPROVED | 2026-01-22 |
Branch Locations
5122 Cascade Road 1St Floor, Grand Rapids, MI 49546 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Macatawa Bank | Holland | MI | 05/2023 | 03/2025 |
| Bdo Usa, Llp | Grand Rapids | MI | 06/2022 | 08/2022 |
| Hope College Campus Safety | Holland | MI | 09/2021 | 01/2023 |
| Knollwood Country Club | Bloomfield Hills | MI | 05/2021 | 09/2021 |
| Hope College Kletz Market | Holland | MI | 10/2020 | 01/2021 |
| Nino Salvagios | Bloomfield Hills | MI | 12/2018 | 05/2019 |
| Hope College | Holland | MI | 08/2019 | 05/2023 |
| Bloomfield Hills High School | Bloomfield Hills | MI | 09/2016 | 05/2019 |
| Osaic Institutions, Inc. | Meriden | CT | 11/2023 | 03/2025 |
| Wintrust Investments | Holland | MI | 03/2025 | 01/2026 |
| Lpl Financial Llc | Holland | MI | 03/2025 | 01/2026 |
| Morgan Stanley | Grand Rapids | MI | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-08 |
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