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333 Bridge Street Nw Suite 800, Grand Rapids, MI 49504 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-05-14 |
Branch Locations
333 Bridge Street Nw Suite 800, Grand Rapids, MI 49504 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Steelcase | Grand Rapids | MI | 06/2010 | 03/2021 |
| Fiduciary Financial Advisors | Grand Rapids | MI | 12/2020 | 04/2023 |
| Grand Wealth Management | Grand Rapids | MI | 04/2023 | Present |
1. Business: Deters Property Management LLC - Investment related: Yes - Business Address: 1338 Martin Luther King Jr St SE, Grand Rapids, MI 49506 - Nature of Business: Real Estate - Position: Proprietor - Start Date: 09/27/2021 - Hours/Month: 1 hour/month - Hours/Month During Securities Trading Hours: 0 hours/month - Duties: Book-keeping and tax return coordination 2. Business: South Haven Vacation Rental Alliance - Investment related: No - Business Address: PO Box 635, South Haven, MI 49090 - Nature of Business: Vacation rental coordination and advocacy - Position: Board Vice President, Director - Start Date: 10/2022 - Hours/Month: 4 hour/month - Hours/Month During Securities Trading Hours: 0 hours/month - Duties: Supporting board president, data gathering, member communication and outreach
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-11-10 |
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