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4981 Cascade Road Suite C, Grand Rapids, MI 49546 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-24 |
| MI | RA | APPROVED | 2021-02-04 |
Branch Locations
4981 Cascade Road Suite C, Grand Rapids, MI 49546 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Legacy Planning & Associates | Grand Rapids | MI | 11/2018 | 05/2023 |
| Luminist Capital, Llc | Grand Rapids | MI | 02/2018 | 10/2018 |
| Bettertrades, Inc. | Grand Rapids | MI | 06/2003 | 12/2016 |
| Unemployed | Grand Rapids | MI | 01/2017 | 01/2018 |
| Advisory Advocates Llc | Grand Rapids | MI | 02/2021 | Present |
| Legacy Planning & Associates, Inc | Grand Rapids | MI | 11/2018 | 05/2023 |
TRENDLOGIC, INC - NON-INVESTMENT RELATED - 1712 PIONEER AVE, STE. 699, CHEYENNE, WY 82001 - PRESIDENT/OWNER - 1 HOUR/MO DURING NON-TRADING -
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-04-29 |
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