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Current Employers
Motive Wealth Advisors, Llc

525 W. Merrill St., Birmingham, MI 48009 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-10-31
MI RA APPROVED 2024-10-22
TX RA APPROVED 2024-10-22
  • FL RA
    APPROVED
    Since 2024-10-31
  • MI RA
    APPROVED
    Since 2024-10-22
  • TX RA
    APPROVED
    Since 2024-10-22

Branch Locations

Birmingham, MI • United States

525 W. Merrill St., Birmingham, MI 48009 • 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
Motive Wealth Advisors Birmingham MI 01/2022 12/2025
N/A Bloomfield Hills/Birmingham MI 12/2017 01/2022
Ducker Worldwide Troy MI 10/2014 12/2017
Motive Wealth Advisors Birmingham MI 12/2025 Present
  • 01/2022 → 12/2025
    Motive Wealth Advisors
    Birmingham, MI
  • 12/2017 → 01/2022
    N/A
    Bloomfield Hills/Birmingham, MI
  • 10/2014 → 12/2017
    Ducker Worldwide
    Troy, MI
  • 12/2025 → Present
    Motive Wealth Advisors
    Birmingham, MI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-10-21
  • S65 Uniform Investment Adviser Law Examination
    2024-10-21
Other Names
  • Alexis Lowry
  • Jane Alexis Frisch
  • Alexis Frisch
  • Alexis (Frisch) Lowry

View on SEC IAPD

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