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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-11-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Voisard Asset Management Group | Grand Rapids | MI | 06/2023 | 10/2023 |
| Full Time Student | Allegan | MI | 06/2013 | 08/2019 |
| Full Time Student | Lincoln | NE | 08/2019 | 05/2023 |
| Commonwealth Financial Netwrok | Waltham | MA | 11/2023 | 01/2025 |
| Tibbitts Financial Consulting | Allegan | MI | 11/2023 | 01/2025 |
| Commonwealth Financial Network | Waltham | MA | 01/2025 | Present |
| Tibbitts Financial Consulting | Allegan | MI | 01/2025 | Present |
Fixed insurance sales; Located at 231 Hubbard Street, Allegan, MI 49010, as of 01/29/2025; 1% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-03-01 |
| S65 | Uniform Investment Adviser Law Examination | 2022-07-12 |
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