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115 Battle Alley, Holly, MI 48442 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-11-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Acorn Wealth Advisors, Llc | Grand Blanc | MI | 07/2024 | 10/2025 |
| First State Bank | Clinton Twp. | MI | 08/2022 | 07/2024 |
| Level One Bank/First Merchants Bank | Farmington Hills | MI | 09/2021 | 08/2022 |
| Chemical Bank/Tcf Bank/Huntington Bank | Troy | MI | 11/2019 | 09/2021 |
| Student | Grand Blanc | MI | 09/2011 | 08/2019 |
| Rhl Group, Llc | Holly | MI | 10/2025 | Present |
Genesee Education Consultant Services (GECS); Non-investment related; G-6235 Corunna Rd, Flint, MI 48532; Grand Blanc High School; High School JV Golf Coach; Seasonal – Beginning of August through Middle of October 2026; 1-2 hour(s) per day per week on average, during trading hours; Helping coach JV and assist with varsity coaching duties
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-07-31 |
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