Marc D Livernois

Current Employers

Msdr Partners, Llc

Grand Haven, MI • United States

Current Registrations

Authority	Category	Status	Date
MI	RA	APPROVED	2025-09-24

MI RA
APPROVED

Since 2025-09-24

Branch Locations

Grand Haven, MI • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Cuna Brokerage Services, Inc	Waverly	IA	04/2015	12/2020
Epic Trust Investment Advisors, Llc	Richland	WA	12/2020	Present
Msdr Partners, Llc	Grand Haven	MI	08/2025	Present

04/2015 → 12/2020

Cuna Brokerage Services, Inc

Waverly, IA
12/2020 → Present

Epic Trust Investment Advisors, Llc

Richland, WA
08/2025 → Present

Msdr Partners, Llc

Grand Haven, MI

Previous Registrations

2020-12-04 → 2025-09-23

Legacy Cornerstone Wealth Llc

Peoria, AZ

Grand Haven, MI
2015-05-20 → 2020-12-07

Cuna Brokerage Services, Inc.

Midland, MI

Waverly, IA

Midland, MI

Clare, MI

Richland, WA

Brownstown Twp, MI
2012-12-06 → 2015-04-29

Mml Investors Services, Llc

Midland, MI

Grand Rapids, MI

Midland, MI
2010-06-14 → 2012-12-31

Liv Inc.
2012-08-17 → 2012-10-01

Cambridge Investment Research Advisors, Inc.

Midland, MI
2006-10-11 → 2010-04-27

Comerica Securities

Grand Rapids, MI

Midland, MI

Detroit, MI
2004-02-06 → 2006-10-09

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Saginaw, MI

Saginaw, MI

Other Businesses

INSURANCE LICENSED FOR LIFE AND HEALTH NOT INVESTMENT RELATED

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2004-01-30
S63	Uniform Securities Agent State Law Examination	1992-01-21

S66 Uniform Combined State Law Examination

2004-01-30
S63 Uniform Securities Agent State Law Examination

1992-01-21

View on SEC IAPD