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5659 N Kraft Lake Dr, Caledonia, MI 49316 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2021-10-19 |
Branch Locations
5659 N Kraft Lake Dr, Caledonia, MI 49316 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2020-02-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Retirement Wealth Advisory | Grand Rapids | MI | 07/2016 | 10/2020 |
| Formulafolio Investments | Grand Rapids | MI | 05/2016 | 10/2020 |
| Aspire Wealth | Caledonia | MI | 01/2020 | Present |
| Advisor 123 Llc | Caledonia | MI | 09/2021 | Present |
1. ADVISOR 123 LLC; INVESTMENT RELATED; SAME OFFICE LOCATION; MANAGING PARTNER/IAR; SPENDS APPROX. 120 HRS/MTH DURING TRADING; PROVIDES SIGNALS TO OTHER INVESTMENT ADVISORS. 2. ASPIRE WEALTH; INVESTMENT RELATED; SAME OFFICE LOCATION; MANAGING MEMBER/IAR/CCO; SPENDS APPROX. 40 HRS/MTH DURING TRADING; INVESTMENT ADVISORY SERVICES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-11-09 |
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