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688 Cascade West Parkway Se, Grand Rapids, MI 49546 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-09-26 |
Branch Locations
688 Cascade West Parkway Se, Grand Rapids, MI 49546 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 07/2023 | 09/2024 |
| Forest Hills Public Schools | Grand Rapids | MI | 07/2020 | 06/2023 |
| Lakeshore Public Schools | Stevensville | MI | 07/2015 | 06/2020 |
| Midwest Capital Advisors, Llc | Grand Rapids | MI | 09/2024 | Present |
Opportunity Thrive, non-investment-related, W 39th St., Holland, MI 49424, Educator Wellness Coaching, Trainer/Coach, Start Date: Sept 24th, 2024, Hours dedicated: 2-4 per month (0 during securities trading hours), Duties: Training and coaching educators around educational topics and challenges.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-09 |
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