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171 Monroe Ave. Nw Suite 800, Grand Rapids, MI 49503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-06-23 |
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 |
|---|---|---|---|---|
| Nuveen Securities, Llc | Chicago | IL | 08/2025 | 03/2026 |
| Invesco Ltd | Downers Grove | IL | 01/2019 | 08/2025 |
| Ventura Manufacturing | Zeeland | MI | 05/2017 | 08/2017 |
| Ventura Manufacturing | Zeeland | MI | 05/2018 | 08/2018 |
| Wheaton College | Wheaton | IL | 08/2015 | 12/2018 |
| Innovia Wealth, Llc | Grand Rapids | MI | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-29 |
| S63 | Uniform Securities Agent State Law Examination | 2025-12-13 |
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