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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-02-13 |
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 |
|---|---|---|---|---|
| Fedex | Grand Rapids | MI | 08/2023 | 07/2024 |
| Bayberry Pointe Apartments | Grand Rapids | MI | 04/2023 | 08/2023 |
| Nations Title Agency | Grand Rapids | MI | 10/2021 | 04/2023 |
| Jaspares Pizza | Portage | MI | 07/2018 | 08/2021 |
| Principal Life Insurance Company | Grand Rapids | MI | 07/2024 | Present |
| Principal Securities, Inc. | Grand Rapids | MI | 07/2024 | Present |
| Dairy Queen | Portage | MI | 05/2019 | 04/2020 |
| Dome Sports Center | Schoolcraft | MI | 10/2017 | 06/2018 |
| Unemployed | Scoolcraft | MI | 03/2014 | 10/2017 |
| Edge Wealth Management | Grand Rapids | MI | 06/2025 | Present |
**INSURANCE POSITION: Fixed Insurance NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 10/14/2024 ADDRESS: 3196 Kraft Ave SE, Grand Rapids MI 49512, United States DESCRIPTION: Sales of fixed products through various vendors including Fixed Life, Fixed Annuity, DI, LTC, Health, Medical, and Group Benefits. **EDGE WEALTH MANAGEMENT (DBA) POSITION: Financial Advisor NATURE: Fee-based Financial Planning* INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/17/2025 ADDRESS: 3196 Kraft Ave SE, Suite 101, Grand Rapids MI 49512, United States DESCRIPTION: Joining existing DBA.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-12 |
| S63 | Uniform Securities Agent State Law Examination | 2024-08-27 |
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