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171 Monroe Ave. Nw Suite 800, Grand Rapids, MI 49503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-09-11 |
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Grand Rapids | MI | 10/2006 | 01/2018 |
| Bank Of America, N.A. | Grand Rapids | MI | 08/2014 | 01/2018 |
| Liv Communities | Grand Haven | MI | 02/2018 | 08/2024 |
| Innovia Wealth, Llc | Grand Rapids | MI | 09/2024 | Present |
the name of the other business: TCW Capital, LLC whether the business is investment-related: Yes the address of the other business: 710 Chancellor DR SW, Grandville, MI 49418 the nature of the other business: Collective investment into a car wash franchise. your position: Manager title, or relationship with the other business: Manager the start date of your relationship: 01/2023 the approximate number of hours/month you devote to the other business: 5 hours per month the number of hours you devote to the other business during securities trading hours: 2 hours per month and briefly describe your duties relating to the other business: collective investment into a car wash franchise
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-07-09 |
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