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4095 Park East Ct. Ste. C, Grand Rapids, MI 49546 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2024-01-09 |
Branch Locations
4095 Park East Ct. Ste. C, Grand Rapids, MI 49546 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Greensview Wealth Management | Nashville | TN | 06/2018 | 12/2023 |
| Taco Mamacita | Nashville | TN | 12/2017 | 12/2018 |
| First Presbyterian Church | Nashville | TN | 03/2018 | 08/2018 |
| Tga Sports | Nashville | TN | 02/2018 | 05/2018 |
| Belle Meade Country Club | Nashville | TN | 02/2018 | 05/2018 |
| Extended Travel | Nashville | TN | 09/2017 | 12/2017 |
| Morningstar, Inc. | Chicago | IL | 03/2015 | 08/2017 |
| Lifeworks Advisors, Llc D/B/A North Corner Wealth | Nashville | TN | 01/2024 | Present |
1) Rob Caldwell - Not-Investment Related - 4521 Beacon Drive, Nashville, TN 37215 - Insurance Sales - Insurance Agent - 01/02/2024 - 2 hours a month - Insurance- related research and sales.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-09-20 |
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