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575 D'ONofrio Drive Suite 300, Madison, WI 53719 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-11-17 |
Branch Locations
211 North Chestnut Street, Reed City, MI 49677 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Big Boy | Grayling | MI | 08/2014 | 08/2016 |
| Meijer | Acme | MI | 01/2017 | 08/2017 |
| Northland Investments | Reed City | MI | 12/2017 | 09/2024 |
| Student | Reed City | MI | 09/2024 | 10/2024 |
| Sni Financial | Reed City | MI | 09/2024 | 02/2025 |
| Unemployed/Student | Acme | MI | 09/2016 | 12/2017 |
| Edward Jones | St. Louis | MO | 04/2025 | 11/2025 |
| Harbour Investments, Inc | Madison | WI | 11/2025 | Present |
| Lebaron Financial Group | Reed City | MI | 11/2025 | Present |
1) The Home Depot; Type of business: Retail; Cadillac, MI; Start date: 3/26/2025; Associate; Hours per week: 24; Hours during trading: 8; Interacting with customers and general retail stocking/inventory. 2) Rental Property; Sole Proprietor; 5902 E M-55 Cadillac, MI 49601; 3-5 hrs per month after business hours 3) LeBaron Financial Group - DBA
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-03 |
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