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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 | 2021-05-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Retirement Wealth Advisors | Grand Rapids | MI | 04/2016 | 09/2017 |
| Agent Equity Group | Grand Rapids | MI | 11/2004 | Present |
| Full Spectrum Retirement Services | Grand Rapids | MI | 06/2017 | 03/2025 |
| Aspire Wealth | Caledonia | MI | 05/2021 | Present |
| Advisor 123 Llc | Caledonia | MI | 09/2021 | Present |
| Fynch, Inc. | Grand Rapids | MI | 06/2021 | Present |
1. AGENT EQUITY GROUP; INVESTMENT RELATED; SAME OFFICE LOCATION; OWNER/INSURANCE AGENT; SPENDS APPROX. 120 HRS/MTH DURING TRADING; INSURANCE SALES. 2. ADVISOR 123 LLC; INVESTMENT RELATED; SAME OFFICE LOCATION; IAR; SPENDS APPROX. 0 HRS/MTH DURING TRADING; PROVIDES SIGNALS TO OTHER INVESTMENT ADVISERS. 3. FYNCH, INC.; NON-INVESTMENT RELATED; GRAND RAPIDS, MI; PRESIDENT; SPENDS APPROX. 40 HRS/MTH DURING TRADING HOURS; TECHNOLOGY COMPANY, OVERLOOKS OPERATIONS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-04-21 |
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