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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 | 2015-06-12 |
Branch Locations
431 S. Capitol Ave, Lansing, MI 48933 • United States
4120 E. Beltline Ave. Suite 100, Grand Rapids, MI 49525 • United States
2 disclosure categories 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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invest Financial Corporation | Lansing | MI | 03/2011 | 02/2018 |
| Blue Water Asset Management | Lansing | MI | 06/2015 | Present |
| Lpl Financial Llc | Lansing | MI | 02/2018 | 01/2021 |
| Silver Oak Securities, Inc. | Lansing | MI | 01/2022 | Present |
1) BlueWater Asset Management,Is Investment Related,,RIA,IAR,2015-06-01,160 hours per month,0 hours per month during trading hours,Fee Based Compensation,Investment Advisory Rep 2) Theodore Terzian,Is Not Investment Related,,Life insurance,Sales,1992-02-01,10 hours per month,0 hours per month during trading hours,Commission Compensation,non variable life ins sales
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-08 |
| S63 | Uniform Securities Agent State Law Examination | 1992-02-06 |
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