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Current Employers
Greenrock Wealth Management, Llc

2249 Wealthy St. Se Suite 217, East Grand Rapids, MI 49506-3052 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2015-12-15
  • MI RA
    APPROVED
    Since 2015-12-15

Branch Locations

2249 Wealthy St. Se Suite 217, East Grand Rapids, MI 49506-3052 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Greenrock Wealth Management Llc East Grand Rapids MI 12/2015 Present
Previous Registrations
  • 2010-05-25 → 2015-12-18
    Grand Rapids, MI
    Grand Rapids, MI
    San Diego, CA
    Grand Rapids, MI
    Grand Rapids, MI
Other Businesses

1. 03/17/2015: GREENROCK CONSULTING - Non-INV REL - AT REPORTED BUSINESS LOCATION(S) - START 03/11/2015 - 0 HOURS 2. GREENROCK ADVISORY - INSURANCES SALES - LICENSED INSURANCE AGENT - INV. RELATED - SPENDS 10 HRS/MTH. 3. CREATION CO. - HOLDING COMPANY FOR GREENROCK WEALTH MANAGEMENT,LLC, GREENROCK CONSULTING, AND GREENROCK ADVISORY - START DATE 07/2017 - NON-INV. RELATED - NO TIME SPENT.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-04-02
S63 Uniform Securities Agent State Law Examination 2004-07-09
  • S66 Uniform Combined State Law Examination
    2010-04-02
  • S63 Uniform Securities Agent State Law Examination
    2004-07-09

View on SEC IAPD

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