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475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-02-13 |
Branch Locations
2610 Horizon Drive Se Ste 110, Grand Rapids, MI 49546 • United States
475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Security Benefits Center | Grand Rapids | MI | 02/2019 | Present |
| Iams Wealth Management | Omaha | NE | 03/2024 | 02/2025 |
| The Winchester On Wealthy St | Grand Rapids | MI | 02/2015 | 02/2019 |
| Simplicity Wealth | Summit | NJ | 02/2025 | Present |
Security Benefits Center, LLC.; Insurance Agent Investment Related; Kentwood, MI; 02/2019 - Present; Life, Health, Disability, Long-Term Care, Annuities and Property & Casualty Insurance; 80 hrs. per month, 50 of which are during securities trading hours. IJG, LLC.; Owner/CEO Not Investment Related; Grand Rapids, MI; 04/2019 - Present; Soccer Coach; 25 hrs. month, 5 during securities trading hrs.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-16 |
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