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535 Cascade West Parkway Se, Grand Rapids, MI 49546 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-01-01 |
| IN | RA | APPROVED | 2021-08-24 |
Branch Locations
535 Cascade West Parkway Se, Grand Rapids, MI 49546 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Grand Rapids | MI | 02/2019 | 06/2021 |
| Whirlpool Corporation | Benton Harbor | MI | 07/1999 | 06/2018 |
| Unemployed | Grand Rapids | MI | 06/2018 | 12/2018 |
| Lpl Financial Llc | Stevensville | MI | 02/2019 | 12/2020 |
| True Blue Financial, Llc | Stevensville | MI | 12/2020 | 06/2021 |
| Brite Ideation Group Llc | Grand Rapids | MI | 01/2019 | 02/2019 |
| Schwallier Wealth Management Llc | Ada | MI | 06/2021 | Present |
Adjunct instructor at Lake Michigan College: non-investment related: Spends approximately 4% of her time on this activity with some during market hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-02-14 |
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