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4843 Cascade Rd Se Suite 400, Grand Rapids, MI 49546 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-03-25 |
Branch Locations
4843 Cascade Rd Se Suite 400, Grand Rapids, MI 49546 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Trackcore Inc. (Lpit Solutions Inc.) | Grand Rapids | MI | 09/2015 | 02/2021 |
| Anvil Tech (Wtsm Technological Enterprises Llc) | Grand Rapids | MI | 12/2019 | 12/2020 |
| Pine Brook Financial | Redding | CA | 02/2021 | 01/2022 |
| Ae Wealth Management, Llc | Topeka | KS | 05/2021 | Present |
| Thatcher Wealth Management Llc | Grand Rapids | MI | 09/2022 | Present |
| Thatcher Wealth Management | Grand Rapids | MI | 03/2026 | Present |
1.) THATCHER WEALTH MANAGEMENT, LLC; YES INVESTMENT RELATED; 4843 CASCADE RD. SE, SUITE 400, GRAND RAPIDS, MI 49546; INSURANCE SALES; PRESIDENT; 01/2022; APPROX 240 HRS/MONTH; APPROX 160 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES. 2.) AMERICAN FINANCIAL EDUCATION ALLIANCE; NOT INVESTMENT RELATED; 349 COPPERFIELD BLVD NE STE-L #106 CONCORD, NC 28025; NONPROFIT TO EDUCATE IN COMMUNITIES NATIONWIDE; LOCAL EDUCATOR; 1/1/2025; APPROX 4HRS/MO; APPROX 4HRS/MO DURING SECURITIES TRADING HOURS; TEACHING LOCAL LECTURES ON RETIREMENT TOPICS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-03-18 |
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