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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-04-27 |
Branch Locations
1611 W Centre Ave Suite 102, Portage, MI 49024 • United States
927 Columbia Ave W Suite A, Battle Creek, MI 49015 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gap Inc | Byron Center | MI | 01/2019 | 03/2021 |
| Schultz Builders | Byron Center | MI | 05/2020 | 08/2020 |
| Western Michigan University - Student | Kalamazoo | MI | 08/2020 | 04/2024 |
| Western Michigan University Rec Center | Kalamazoo | MI | 01/2021 | 04/2022 |
| Byron Center Public Schools | Byron Center | MI | 03/2021 | 05/2022 |
| Polo Ralph Lauren | Byron Center | MI | 06/2021 | 12/2021 |
| In The Zone Tennis Camps | Grand Rapids | MI | 06/2022 | 08/2022 |
| Greenleaf Trust | Kalamazoo | MI | 08/2022 | 08/2023 |
| Ameriprise Financial | Portage | MI | 08/2023 | 04/2024 |
| Commonwealth Financial Network | Waltham | MA | 05/2024 | 04/2026 |
| Allegiant Wealth Strategies | Battle Creek | MI | 05/2024 | Present |
| High School Student | Byron Center | MI | 09/2016 | 05/2020 |
| Unemployed | Byron Center | MI | 01/2014 | 09/2016 |
| Cetera Wealth Services, Llc | El Segundo | CA | 04/2026 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 04/2026 | Present |
1. NAME OF OTHER BUSINESS: ALLEGIANT WEALTH STRATEGIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 05/2024 POSITION/TITLE/RELATIONSHIP: ADMINISTRATIVE MANAGER APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: ADMINISTRATIVE DUTIES TO SUPPORT THE ADVISORS;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-02 |
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