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171 Monroe Ave. Nw Suite 800, Grand Rapids, MI 49503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-02-01 |
| LA | RA | APPROVED | 2023-12-08 |
| OR | RA | APPROVED | 2023-12-01 |
| AL | RA | APPROVED | 2023-11-29 |
| VA | RA | APPROVED | 2023-11-29 |
| AZ | RA | APPROVED | 2023-05-19 |
| FL | RA | APPROVED | 2023-04-26 |
| IN | RA | APPROVED | 2023-03-30 |
| TX | RA | APPROVED_RES | 2023-03-06 |
| IL | RA | APPROVED | 2023-03-03 |
| CA | RA | APPROVED | 2023-03-01 |
| MN | RA | APPROVED | 2023-03-01 |
| OH | RA | APPROVED | 2023-03-01 |
| PA | RA | APPROVED | 2023-03-01 |
| WI | RA | APPROVED | 2023-03-01 |
| CO | RA | APPROVED | 2023-02-28 |
| WA | RA | APPROVED | 2023-02-28 |
| MI | RA | APPROVED | 2018-01-24 |
Branch Locations
171 Monroe Ave. Nw Suite 800, Grand Rapids, MI 49503 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valmark Securities, Inc. | Akron | OH | 01/2007 | 01/2018 |
| Valmark Advisers, Inc. | Akron | OH | 01/2010 | 01/2018 |
| Mutual Securities | Camarillo | CA | 01/2018 | 12/2020 |
| Strategies Wealth Advisors, Llc (Formerly Mtb Of Michigan, Llc) | Grand Rapids | MI | 03/2016 | 02/2023 |
| Innovia Wealth, Llc (Formerly Strategies Wealth Advisors, Llc) | Grand Rapids | MI | 02/2023 | Present |
1. Independent licensed insurance agent: 01/01/07, 171 Monroe Avenue NW, Suite 800, Grand Rapids, MI 49503, INSURANCE AGENCY/AGENT, NOT INVESTMENT RELATED, 3 HOUR PER MONTH, 1 HOUR PER DAY DURING TRADING HOURS. ?the name of the other business: Legatus International whether the business is investment-related; invested in each other and the Catholic Faith, presidents, managing partners and business owners (with thespouses), ?Address of the other business; Legatus PO Box 444, Ann Arbor MI 48106 ?the nature of the other business. oLegatus is an international organization of Catholic laymen and laywomen, comprising CEOs, Presidents, managing partners and business owners (with their spouses), from business and professional enterprises. ?your position; Member ?title, or relationship with the other business. ?the start date of your relationship; Jan. 2020 ?the approximate number of hours/months you devote to the other business; 6 hours ?the number of hours you devote to the other business during securities trading hours; 0 ?and briefly describe your duties relating to the other business; Meeting and preaching the Legatus vision and values. ?the name of the other business: Jandernoa Entrepreneurial Mentoring ?whether the business is investment-related, NO ?the address of the other business; 171 Monroe Avenue NW, Suite 400, Grand Rapids, MI 49503 ?the nature of the other business; Growing and guiding entrepreneurs ?your position; Ambassador ?title, or relationship with the other business. ?the start date of your relationship; September 2018 ?the approximate number of hours/months you devote to the other business; 4 ?the number of hours you devote to the other business during securities trading hours; 0 ?and briefly describe your duties relating to the other business; Promoting the vision and values of the JEM program. the name of the other business: Catholic Foundation of West Michigan ?whether the business is investment-related; YES the address of the other business; 360 Division Ave. S | Grand Rapids, MI 49503 ?the nature of the other business; Investment oversight for the investment portfolios of the diocese and foundation ?your position; Investment Committee Member ?title, or relationship with the other business; Investment Committee Member ?the start date of your relationship; Jan 2021 ?the approximate number of hours/month you devote to the other business; 2 ?the number of hours you devote to the other business during securities trading hours; 2 ?and briefly describe your duties relating to the other business; Investment Portfolio Review
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-10-28 |
| S63 | Uniform Securities Agent State Law Examination | 2002-06-03 |
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