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4120 E. Beltline Ave. Suite 100, Grand Rapids, MI 49525 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2015-03-19 |
Branch Locations
4120 E. Beltline Ave. Suite 100, Grand Rapids, MI 49525 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Redfield Financial Group | Grand Rapids | MI | 02/1990 | Present |
| Blue Water Asset Management | Grand Rapids | MI | 02/2015 | Present |
(1) DTL ENTERPRISE, LLC; 5877 BELDING RD, ROCKFORD,MI 49341; INTERNET DISTRIBUTION OF CONSUMER PRODUCT; MEMBER; NON-INVESTMENT RELATED; START 9/01/99; 40 HRS/MO; 0 DURING TRADING. (2) REDFIELD FINANCIAL GROUP; FIXED INSURANCE SALES; YES INVESTMENT RELATED; 4120 E. BELTLINE AVE NE, GRAND RAPIDS MI 49525; INSURANCE SALES; AGENT; START DATE 02/1990; 15 HRS A WEEK DURING TRADING HOURS; PURCHASE & SALES OF FIXED INSURANCE PRODUCTS OF MULTIPLE COMPANIES. (3) BLUE WATER ASSET MANAGEMENT, ADVISOR, SINCE 05/01/2015, 4120 E. BELTLINE AVENUE, GRAND RAPIDS, MI 49525, OUTSIDE RIA, INVESTMENT-RELATED, 100 HRS/MO; 100 HRS/MO DURING TRADING. (4) Insurance Sales; investment related; 4120 Beltline Ave NE Ste 100, Grand Rapids MI 49525; Agent; Sale of fixed insurance and annuity products; 60 hr/mo, 60 hrs during trading. (5) DTL BioLongevity LLC: 5877 Belding Road, Rockford, MI 49341; internet distribution of Longevity product memberships; managing member; Non investment related, started 6/2026, 40 hours per month, 2 hours/week during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-10-24 |
| S63 | Uniform Securities Agent State Law Examination | 1990-04-18 |
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