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Carla Marie Dells

Ds Investment Advisors

Grand Rapids, MI

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Current Employers
Ds Investment Advisors

750 Front Ave Nw Suite 305, Grand Rapids, MI 49504 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-04-01
  • MI RA
    APPROVED
    Since 2025-04-01

Branch Locations

750 Front Avenue Nw Suite 305, Grand Rapids, MI 49504 • 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
Rwb Capital Management, Llc Grand Rapids MI 10/2010 07/2022
Ds Investment Advisors Llc Grand Rapids MI 04/2022 Present
  • 10/2010 → 07/2022
    Rwb Capital Management, Llc
    Grand Rapids, MI
  • 04/2022 → Present
    Ds Investment Advisors Llc
    Grand Rapids, MI
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-09-08
S63 Uniform Securities Agent State Law Examination 1992-12-14
  • S65 Uniform Investment Adviser Law Examination
    2010-09-08
  • S63 Uniform Securities Agent State Law Examination
    1992-12-14
Other Names
  • Carla Marie Perez

View on SEC IAPD

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STRATEGIC NAVIGATORS PRIVATE WEALTH · GRAND RAPIDS, MI
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