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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-06-18 |
| MI | RA | APPROVED | 2017-03-13 |
Branch Locations
3196 Kraft Ave Se Ste 101, Grand Rapids, MI 49512 • United States
Hudsonville, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Watermark Investment Services | Grandville | MI | 06/2012 | 06/2023 |
| Principal Life Insurance | Grandville | MI | 03/2017 | Present |
| Principal Securities Inc | Grandville | MI | 03/2016 | Present |
| Watermark Advisory Group Llc | Grandville | MI | 06/2023 | Present |
GROUP BENEFITS/OUTSIDE INSURANCE. SELLING INDIVIDUAL AND GROUP LIFE, HEALTH, ACCIDENT, DISABILITY AND LONG TERM CARE INSURANCE OFFERED FROM VARIOUS CARRIERS THROUGH WATERMARK EMPLOYEE BENEFITS,12/27/12. WATERMARK ADVISORY GROUP LLC POSITION: President / Owner NATURE: Owner/Partner/of LLC/S-Corp/REIT INVESTMENT RELATED: No NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 200 START DATE: 06/01/2022 ADDRESS: 6507 Maria Dr, Hudsonville MI 49426, United States DESCRIPTION: Watermark Advisory Group was created and 100% owned by Zachary Woodward. Originally created for income and expense tracking purposes. Investment commissions will remain being paid to Zachary Woodward individually. Now Watermark Investment Services has changed to Watermark Advisory Services. John Woodward, Nathan Morales and private staff are using the name Watermark Advisory Group.We have transferred all items affiliated with Watermark Investment Services which were already approved over to Watermark Advisory Group.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-11 |
| S63 | Uniform Securities Agent State Law Examination | 2012-10-12 |
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