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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-07-09 |
Branch Locations
3196 Kraft Ave Se Ste 101, Grand Rapids, MI 49512 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Van Eerden Trucking | Byron Center | MI | 07/2016 | 04/2020 |
| Amazon | Caledonia | MI | 04/2020 | 06/2020 |
| Greenleaf Outdoor Services Llc | Jenison | MI | 11/2019 | 04/2020 |
| Talsma Furniture | Hudsonville | MI | 06/2020 | 08/2022 |
| Highlight Industries | Wyoming | MI | 08/2022 | 07/2024 |
| Principal Life Insurance Company | Grand Rapids | MI | 01/2024 | Present |
| Principal Securities, Inc. | Grand Rapids | MI | 01/2024 | Present |
| Watermark Advisory Group Llc | Grand Rapids | MI | 04/2025 | Present |
**INSURANCE POSITION: Fixed Insurance NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 10/10/2024 ADDRESS: 3196 Kraft Ave SE Suite 101, Grand Rapids MI 49512, United States DESCRIPTION: Sales of fixed products, including fixed life, fixed annuity, disability income, long term care, group benefits, health and medical insurance. **WATERMARK ADVISORY GROUP LLC (DBA) POSITION: Financial Advisor NATURE: Group/health insurance, DI/A&H insurance, fee-based financial planning, financial strategies, life insurance/annuities, mutual funds/securities VA/VL. INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 200 START DATE: 04/14/2025 ADDRESS: 3196 Kraft Ave SE, Suite 101, Grand Rapids MI 49512, United States DESCRIPTION: Eli's role is financial advisor that services clients with investments and insurances. Investments include mutual funds, ETFs, stocks, bonds, variable/index/fixed annuities, and employer sponsored retirement plans. Insurances include life, disability, and health, both on the individual and group level. Customers served are individuals and businesses.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-09 |
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