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171 Monroe Ave. Nw Suite 800, Grand Rapids, MI 49503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-02-02 |
| LA | RA | APPROVED | 2023-12-08 |
| OR | RA | APPROVED | 2023-12-01 |
| VA | RA | APPROVED | 2023-12-01 |
| AL | RA | APPROVED | 2023-11-30 |
| IN | RA | APPROVED | 2023-05-15 |
| AZ | RA | APPROVED | 2023-05-10 |
| FL | RA | APPROVED | 2023-05-04 |
| WA | RA | APPROVED | 2023-03-20 |
| IL | RA | APPROVED | 2023-03-17 |
| CA | RA | APPROVED | 2023-03-16 |
| MN | RA | APPROVED | 2023-03-16 |
| PA | RA | APPROVED | 2023-03-16 |
| CO | RA | APPROVED | 2023-03-15 |
| OH | RA | APPROVED | 2023-03-15 |
| TX | RA | APPROVED_RES | 2023-03-15 |
| WI | RA | APPROVED | 2023-03-15 |
| MI | RA | APPROVED | 2020-01-04 |
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 |
|---|---|---|---|---|
| Bank Of America, N.A. - Merrill Lynch | Grand Rapids | MI | 06/2014 | 01/2020 |
| Strategies Wealth Advisors, Llc | Grand Rapids | MI | 01/2020 | 02/2023 |
| Innovia Wealth, Llc (Formerly Strategies Wealth Advisors, Llc) | Grand Rapids | MI | 02/2023 | Present |
?the name of the other business: YPO: Young Presidents' Organization ?whether the business is investment-related; NO the address of the other business; 225 E John W Carpenter Fwy, Irving, TX 75062 ?the nature of the other business; Global leadership organization; West Michigan Chapter ?your position; Member ?title, or relationship with the other business; Member ?the start date of your relationship; September 2021 ?the approximate number of hours/month you devote to the other business; 10 ?the number of hours you devote to the other business during securities trading hours; 6 ?and briefly describe your duties relating to the other business; share ideas for creating a better business with other business owners
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-09-02 |
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