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Allendale, MI • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-02-25 |
Branch Locations
Allendale, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brookstone Capital Management | Grand Rapids | MI | 01/2021 | 10/2023 |
| State Farm Insurance | Hudsonville | MI | 02/2019 | 06/2021 |
| Orkin Pest Control | Jenison | MI | 06/2018 | 08/2018 |
| United Parcel Service | Wyoming | MI | 09/2013 | 12/2018 |
| Grand Valley State University | Grand Rapids | MI | 01/2018 | 06/2018 |
| Unemployed | Dorr | MI | 08/2018 | 02/2019 |
| Nylife Securities Llc | Dorr | MI | 10/2023 | 02/2026 |
| Eagle Strategies Llc | Dorr | MI | 12/2023 | 02/2026 |
| Connected Financial Strategies, Llc | Dorr | MI | 02/2026 | Present |
1) Licensed insurance agent; Investment-related; Same address; Insurance sales; Implementation of insurance recommendations; Approx. 5% of time during the month.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-09-09 |
| S65 | Uniform Investment Adviser Law Examination | 2023-06-13 |
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