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171 Monroe Ave. Nw Suite 800, Grand Rapids, MI 49503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-04-09 |
| AL | RA | APPROVED | 2026-03-18 |
| CA | RA | APPROVED | 2026-03-18 |
| IL | RA | APPROVED | 2026-03-18 |
| IN | RA | APPROVED | 2026-03-18 |
| MI | RA | APPROVED | 2026-03-18 |
| MN | RA | APPROVED | 2026-03-18 |
| OH | RA | APPROVED | 2026-03-18 |
| PA | RA | APPROVED | 2026-03-18 |
| TX | RA | APPROVED | 2026-03-18 |
| VA | RA | APPROVED | 2026-03-18 |
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 |
|---|---|---|---|---|
| Innovia Wealth Llc | Grand Rapids | MI | 04/2024 | Present |
| East Grand Rapids Highschool | East Grand Rapids | MI | 03/2024 | Present |
| Total Quality Logistics | Grand Rapids | MI | 11/2021 | 04/2024 |
| Rockford Highschool | Rockford | MI | 08/2022 | 10/2023 |
| Ashley Furniture | Grand Rapids | MI | 01/2021 | 11/2021 |
| East Grand Rapids Highschool | Grand Rapids | MI | 03/2021 | 06/2022 |
| Bailey And James | Grand Rapids | MI | 06/2019 | 01/2021 |
| Van Andel Institute | Grand Rapids | MI | 05/2018 | 11/2018 |
| Chamber Of Commerce Grand Haven, Spring Lake And Ferrysburg | Grand Haven | MI | 11/2017 | 04/2018 |
| Northview Highschool | Grand Rapids | MI | 01/2016 | 08/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-12 |
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