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111 North Orange Avenue Suite 1000, Orlando, FL 32801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2022-09-26 |
Branch Locations
5075 Cascade Rd Se Suite M, Grand Rapids, MI 49546 • United States
111 North Orange Avenue Suite 1000, Orlando, FL 32801 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Valmark Securities, Inc. | Akron | OH | 01/2007 | 06/2019 |
| Valmark Advisers, Inc. | Akron | OH | 04/2010 | 06/2019 |
| Lpl Financial Llc | Grand Rapids | MI | 06/2019 | 08/2022 |
| International Assets Investment Management, Llc | Grand Rapids | MI | 09/2022 | Present |
1) PATHLIGHT INVESTMENT ADVISORS - 5075 CASCADE ROAD SE, GRAND RAPIDS, MI 49546 - PRIVATE LABEL ENTITY FOR FINANCIAL BUSINESS - OWNER/ADVISOR SINCE 9/2022 - APPROX 160 HRS/MO - FEE BASED COMPENSATION 2) PATHLIGHT INVESTMENT ADVISORS - 5075 CASCADE ROAD SE, GRAND RAPIDS, MI 49546 - DISABILITY INSURANCE SALES - INSURANCE AGENT SINCE 02/2026 - APPROX 5 HRS/MO - COMMISSION COMPENSATION 3) MAKE A WISH OF MICHIGAN - 25 MICHIGAN STREET, SUITE 200, GRAND RAPIDS, MI 49503 - DREAM TEAM DIRECTOR SINCE 10/2023 - APPROX 20 HRS/MO - NO COMPENSATION 4) FOREST HILLS CENTRAL HIGH SCHOOL CREW BOARD - 5901 HALL ST. SE, GRAND RAPIDS, MI 49546 - PRESIDENT OF THE BOARD SINCE 10/2023 - APPROX 2-6HRS/MO - NO COMPENSATION 5) GRASSROOTS REALTY/ BELLABAY - 5690 HIGHBURY DR. ADA, MI 49301- REAL ESTATE AGENT SINCE 02/2024 - APPROX 5-10 HRS/MO - COMMISSIONS 6) CUES4SUCCESS - 7484 CANDLEWOOD DR., GRAND RAPIDS, MI 49546 - TREASURER ON THE BOARD OF DIRECTORS - APPROX 1 HRS/MO - NO COMPENSATION
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-01-11 |
| S63 | Uniform Securities Agent State Law Examination | 2000-12-15 |
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