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2325 Belmont Center Dr. Ne Suite A, Belmont, MI 49306 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2010-04-23 |
Branch Locations
2325 Belmont Center Dr. Ne Suite A, Belmont, MI 49306 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Triad Advisors, Inc | Belmont | MI | 02/2008 | 08/2024 |
| Vision Capital Partners, Inc. | Belmont | MI | 02/2008 | Present |
| Osaic Wealth, Inc. | Belmont | MI | 08/2024 | Present |
TAMARA SNABLE NOTARY PUBLIC POSITION: Notary Public NATURE: Notary Public - no fees collected INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 03/11/2019 ADDRESS: 2325 Belmont Center NE, Suite A, Belmont MI 49306 DESCRIPTION: Notary Public for State of Michigan. No fees collected. HENRICKSON NAUTA WEALTH ADVISORS POSITION: Director of Client Services NATURE: Registered Investment Advisor INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 140 START DATE: 02/13/2008 ADDRESS: 2325 Belmont Center NE, Suite A, Belmont MI 49306 DESCRIPTION: Day to day service of client accounts and relationships.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-03-12 |
| S66 | Uniform Combined State Law Examination | 2004-05-11 |
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