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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-02-06 |
Branch Locations
77 Michigan Ave. E Ste. 140, Battle Creek, MI 49017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| In-House Valet Inc | Birmingham | MI | 11/2021 | 02/2023 |
| Generations Financial Planning & Wealth Management | Battle Creek | MI | 05/2024 | Present |
| Usa Prime Baseball, Llc | Dallas | TX | 08/2020 | 08/2022 |
| Cambridge Investment Research, Inc | Fairfield | IA | 05/2024 | Present |
| Cambridge Investment Research, Inc | Fairfield | IA | 08/2025 | Present |
| Spring Arbor University | Spring Arbor | MI | 08/2023 | 05/2025 |
| Madonna University | Livonia | MI | 08/2022 | 05/2023 |
| St. Clair County Community College | Port Huron | MI | 08/2020 | 05/2022 |
| Detroit Catholic Central High School | Novi | MI | 08/2016 | 07/2020 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 02/2026 | Present |
1. GENERATIONS FINANCIAL PLANNING & WEALTH MANAGEMENT, 77 E Michigan Ave, Battle Creek MI 49017, United States, 12/31/2025, Agent, Insurance/Benefits/Human Resources, NIR, 40 HR/MO - 32 HR/MO TRADING 2. CALHOUN COUNTY ESTATE PLANNING COUNCIL, Battle Creek MI 49017 United States, 07/01/2026, President, Administrative, NIR, 5 HR/MO - 5 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-12 |
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