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3424 Peachtree Road Ne Suite 2200, Atlanta, GA 30326-1184 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-07-23 |
| MI | RA | APPROVED | 2025-07-18 |
Branch Locations
12935 S West Bay Shore Dr., Traverse City, MI 49684-6298 • United States
1 Ionia Ave. Sw, Suite 300, Grand Rapids, MI 49503 • United States
3424 Peachtree Road Ne Suite 2200, Atlanta, GA 30326-1184 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Life Insurance Comp | Grand Rapids | MI | 07/1998 | 07/2023 |
| Advantage Benefits Group | Grand Rapids | MI | 05/1998 | Present |
| Principal Securities Inc | Grand Rapids | MI | 03/2016 | 07/2023 |
| Next Financial Group, Inc. | Grand Rapids | MI | 08/2023 | 07/2025 |
| San Blas Securities And Sb Advisory | Chicago | IL | 07/2025 | Present |
1) FRIENDS OF WEST MI PAC, PAC FOR GRAND RAPIDS, Board member, volunteer, April 2006 to present, 2 hours per month, 2 hours during trading, not compensated, not investment related, serve on board, interview, recommend and vote which candidates are endorsed by the Chamber of Grand Rapids. 2) Grand Rapids Gran Fondo, Charity/nonprofit, Board member, volunteer, position goes back to 2006 current name began August 2022, 10 hours per month, 10 hours during trading, not investment related, founder/organizer of events; 3) Advantage Benefits Group Inc., agent/corporate officer-President/employee, majority owner, DBA, investment related, September 1997 to present, 160 hours per month, 140 hours during trading, earn commissions, manage, train and sell, owner of employee benefits firm focused on health plans, retirement and executive benefits. Sell benefits + paid by ABG; 4) Michigan Trails Fund, Charity/non-profit, 1213 Center St., Suite D, Lansing, MI 48906, Board member - volunteer, not investment related, August 2020 to present, 2 hours per month, 2 hours during trading, not compensated, help promote bike riding trails in Michigan. 6) Armed Forces Thanksgiving, 1 Ionia Ave SW, Grand Rapids, MI 49503, Co-Chair, Charity/Non-Profit, not investment related, January 2016 to present, 6 hours per month, 3 hours during trading, Lead the meetings and assist in selecting the speakers. Board decides which veteran organizations to support. Grand Rapids Chamber and Foundations Board member and Executive committee 2022
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-08-31 |
| S63 | Uniform Securities Agent State Law Examination | 1985-11-20 |
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