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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-08-18 |
| TX | RA | APPROVED | 2025-08-18 |
Branch Locations
3480 28Th Street Se, Grand Rapids, MI 49512-1602 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Monelli'S Italian Grill & Sports Bar | Portage | MI | 06/2016 | 09/2016 |
| Copper Mountain Lift Ops | Copper Mountain | CO | 10/2016 | 04/2017 |
| Soha Surf Shop | South Haven | MI | 05/2017 | 08/2017 |
| South Haven Brew Pub | South Haven | MI | 07/2017 | 09/2017 |
| Rio Grande | Frisco | CO | 10/2017 | 04/2018 |
| Unemployed | Lawton | MI | 04/2018 | 06/2018 |
| South Haven Brew Pub | South Haven | MI | 06/2018 | 10/2018 |
| Begalis | Frisco | CO | 10/2018 | 05/2022 |
| Unemployed | Lawton | MI | 06/2022 | 07/2022 |
| Modern Aspect Detailing Solutions | Lawton | MI | 07/2022 | 03/2024 |
| Unemployed | Lawton | MI | 03/2024 | 07/2024 |
| Washington National | Carmel | IN | 07/2024 | 01/2025 |
| Fidelity Investments | Grand Rapids | MI | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-07 |
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