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4981 Cascade Road Se, Suite C, Grand Rapids, MI 49546 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-03-31 |
| MI | RA | APPROVED | 2022-10-28 |
Branch Locations
4981 Cascade Road Se, Suite C, Grand Rapids, MI 49546 • United States
Grand Rapids, MI • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-10-29 |
| MI | RA | APPROVED | 2015-08-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Luminist Capital Llc | Grand Rapids | MI | 08/2014 | Present |
| Advisory Advocates Llc | East Grand Rapids | MI | 08/2015 | Present |
| Alpha Capital Markets | Grand Rapids | MI | 11/2017 | 01/2021 |
| Is Risk Analytics | Grand Rapids | MI | 01/2017 | 10/2017 |
| Thinkliquidity | Grand Rapids | MI | 08/2015 | 01/2017 |
| Finalto | Grand Rapids | MI | 01/2021 | 05/2025 |
| Rm Investment Strategies, Llc | Grand Rapids | MI | 08/2022 | Present |
| Rm Investment Strategies, Llc | Grand Rapids | MI | 10/2022 | Present |
| Advisory Advocates Llc | Grand Rapids | MI | 06/2023 | 12/2023 |
| Luminist Capital, Llc | Grand Rapids | MI | 08/2015 | Present |
| Advisory Advocates, Llc | Grand Rapids | MI | 07/2016 | 05/2021 |
1.) Advisory Advocates, LLC - Managing Member - 5 hours per week - Start Date: 07/2016 - Non-Investment 2.) Luminist Holdings, LLC - Registered Agent - No time devoted - Non-investment 3.) Luminist Capital, LLC / RM Investment Strategies, LLC - Investment Adviser Representative, Managing Member - 10 hours per week - Start Date 08/2014 - Investment Related 4.) Half Mile Cottage, LLC - Partner for Vacation Rental Home - No time devoted - Non-investment 5.) ILLUMINATED INSURANCE SERVICES, LLC - MEMBER - NO TIME DEVOTED - NON-INVESTMENT 6.) ACUMEN CONSULTING GROUP - MEMBER - 5 HOUR/MONTH - NON-INVESTMENT 7.) Grand Rapids Yacht Club - Treasurer / Board Member - 5 hours/month - Non-investment
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-07-24 |
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