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Olivia Morris

Midwest Capital Advisors, LLC

Grand Rapids, MI

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Current Employers
Midwest Capital Advisors, Llc

688 Cascade West Parkway Se, Grand Rapids, MI 49546 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-05-20
MI RA APPROVED 2023-12-22
  • TX RA
    APPROVED_RES
    Since 2026-05-20
  • MI RA
    APPROVED
    Since 2023-12-22

Branch Locations

688 Cascade West Parkway Se, Grand Rapids, MI 49546 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Hantz Financial Services, Inc. Southfield MI 09/2019 12/2020
Hantz Group Southfeild MI 09/2019 12/2020
South Lyon Family Physicians South Lyon MI 08/2017 08/2019
Classic Fare Catering - Gvsu Allendale MI 03/2019 05/2019
Starbucks Allendale MI 08/2018 01/2019
Waldenwoods Resort & Conference Hartland MI 03/2018 08/2018
Grand Valley State University Allendale MI 08/2018 12/2020
Unemployed Hartland MI 11/2013 07/2017
J.P. Morgan Securities Llc Ada MI 05/2021 10/2023
Jpmorgan Chase Bank, N.A. Ada MI 05/2021 10/2023
Unemployed Grand Rapids MI 01/2021 04/2021
Midwest Capital Advisors Grand Rapids MI 10/2023 Present
  • 09/2019 → 12/2020
    Hantz Financial Services, Inc.
    Southfield, MI
  • 09/2019 → 12/2020
    Hantz Group
    Southfeild, MI
  • 08/2017 → 08/2019
    South Lyon Family Physicians
    South Lyon, MI
  • 03/2019 → 05/2019
    Classic Fare Catering - Gvsu
    Allendale, MI
  • 08/2018 → 01/2019
    Starbucks
    Allendale, MI
  • 03/2018 → 08/2018
    Waldenwoods Resort & Conference
    Hartland, MI
  • 08/2018 → 12/2020
    Grand Valley State University
    Allendale, MI
  • 11/2013 → 07/2017
    Unemployed
    Hartland, MI
  • 05/2021 → 10/2023
    J.P. Morgan Securities Llc
    Ada, MI
  • 05/2021 → 10/2023
    Jpmorgan Chase Bank, N.A.
    Ada, MI
  • 01/2021 → 04/2021
    Unemployed
    Grand Rapids, MI
  • 10/2023 → Present
    Midwest Capital Advisors
    Grand Rapids, MI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-12-22
S63 Uniform Securities Agent State Law Examination 2021-08-04
  • S65 Uniform Investment Adviser Law Examination
    2023-12-22
  • S63 Uniform Securities Agent State Law Examination
    2021-08-04
Other Names
  • Olivia Wyatt Terry
  • Olivia Terry

View on SEC IAPD

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Other Offices

J. W. COLE ADVISORS, INC. · Grand Rapids, MI
CREATIVEONE WEALTH, LLC · Grand Rapids, MI
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WEALTHSPAN INVESTMENT MANAGEMENT, LLC · GRAND RAPIDS, MI
STRATEGIC NAVIGATORS PRIVATE WEALTH · GRAND RAPIDS, MI
ADVISOR 123 LLC · CALEDONIA, MI
ASPIRE WEALTH · CALEDONIA, MI
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · GRAND RAPIDS, MI

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