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535 Cascade West Parkway Se, Grand Rapids, MI 49546 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-01-01 |
| IN | RA | APPROVED | 2010-04-26 |
Branch Locations
535 Cascade West Parkway Se, Grand Rapids, MI 49546 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Schwallier Wealth Management Llc | Grand Rapids | MI | 09/2007 | Present |
| Steele Capital Management, Inc. | Dubuque | IA | 12/2016 | 06/2017 |
| Mosaic Planners And Advisors | Ada | MI | 03/2021 | 12/2022 |
Owner of Tremont Holdings, LLC: non-investment related: Owns a piece of commercial real estate, related business; He spends less than 1% of his time on this activity with none during business hours. Owner of Dick David, LLC: non-investment related: Owns a piece of commercial real estate, related business; He spends less than 1% of his time on this activity with none during business hours. Owner of Chevalier Holdings, LLC: non-investment related: Owns a piece of commercial real estate, related business; He spends less than 1% of his time on this activity with none during business hours. Owner of Chevalier Holdings 2, LLC: non-investment related: Owns a piece of commercial real estate, related business; He spends less than 1% of his time on this activity with none during business hours. Owner of Chevalier Holdings 3, LLC: non-investment related: Owns a piece of agricultural real estate, related business; He spends less than 1% of his time on this activity with none during business hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-10-04 |
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