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5659 N Kraft Lake Dr, Caledonia, MI 49316 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-10-27 |
Branch Locations
5659 N Kraft Lake Dr, Caledonia, MI 49316 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-10-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aspire Wealth | Caledonia | MI | 10/2023 | Present |
| Advisor 123, Llc | Caledonia | MI | 10/2023 | Present |
| Brookstone Capital Management | Grand Rapids | MI | 09/2017 | 10/2023 |
| Regal Financial Group | Kentwood | MI | 04/2016 | 08/2017 |
ADVISOR 123, LLC; INVESTMENT RELATED; SAME OFFICE ADDRESS; HEAD OF PLANNING/IAR; START DATE: 10/2023; TIME SPENT: APPROX. 60 HRS/MTH DURING SECURITY HOURS. ASPIRE WEALTH ; INVESTMENT RELATED; SAME OFFICE ADDRESS; HEAD OF PLANNING/IAR; 10/2023; 120HRS/MTH DURING SECURITY HOURS.
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