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171 Monroe Ave. Nw Suite 800, Grand Rapids, MI 49503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-05-29 |
| OR | RA | APPROVED | 2023-12-01 |
| VA | RA | APPROVED | 2023-11-29 |
| FL | RA | APPROVED | 2023-05-08 |
| IL | RA | APPROVED | 2023-03-13 |
| OH | RA | APPROVED | 2023-03-10 |
| CA | RA | APPROVED | 2023-03-09 |
| TX | RA | APPROVED_RES | 2021-03-31 |
| MI | RA | APPROVED | 2018-01-23 |
Branch Locations
171 Monroe Ave. Nw Suite 800, Grand Rapids, MI 49503 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Strategies Wealth Advisors, Llc | Grand Rapids | MI | 08/2016 | 01/2018 |
| Valmark Securities, Inc. | Akron | OH | 05/2016 | 01/2018 |
| Mutual Securities | Camarillo | CA | 01/2018 | 12/2020 |
| Strategies Wealth Advisors, Llc | Grand Rapids | MI | 01/2018 | 02/2023 |
| Valmark Advisers, Inc. | Akron | OH | 07/2016 | 01/2018 |
| Innovia Wealth, Llc (Formerly Strategies Wealth Advisors, Llc) | Grand Rapids | MI | 02/2023 | Present |
1. ASSUMPTION OF THE BLESSED VIRGIN MARY, NON PROFIT, START DATE: 10/17, 6369 BELMONT AVE NE, BELMONT, MI 49306, NON-PROFIT ORGANIZATION, ADVISORY FINANCE COUNCIL MEMBER, NOT INVESTMENT RELATED, 4 HOURS PER MONTH, 0 HOURS PER DAY DURING TRADING HOURS. 2. Samaritas, Start Date: 08/2020, 8131 E Jefferson Ave., Detroit, MI 48214, Not-for-profit organization, Charity/Non-profit Organization, Board Member and Investment Committee Member, Finance Committee Member, and Executive Committee Member, Board Member - Meet quarterly, additional calls/meetings as necessary, Investment Committee Member - Helping to oversee investments managed by outside financial advisors, no direct control over any accounts or investments, Investment Related, 4 Hours per month, .5 hours per week during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-06-14 |
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