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496 Ada Dr. Se Suite 201, Ada, MI 49301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-07-15 |
| NV | RA | APPROVED | 2026-07-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual | Grand Rapids | MI | 11/2011 | 12/2021 |
| Commonwealth Financial Network | Waltham | MA | 12/2021 | 12/2023 |
| Commonwealth Financial Network | Waltham | MA | 12/2021 | 07/2026 |
| Im Wealth, Llc | Ada | MI | 08/2018 | Present |
| Im Wealth, Llc | Ada | MI | 10/2025 | Present |
1. Fixed insurance sales; as of 11/11/2021; 3% time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-05-25 |
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