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124 Fulton St. East Suite 200, Grand Rapids, MI 49503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-02-24 |
Branch Locations
124 Fulton St. East Suite 200, Grand Rapids, MI 49503 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sentry Insurance | Burbank | CA | 02/2016 | 05/2018 |
| Ep Weath Advisors | Torrance | CA | 02/2019 | 05/2022 |
| Strategies Wealth Advisors, Llc | Grand Rapids | MI | 06/2022 | 02/2023 |
| Innovia Wealth, Llc (Formerly Strategies Wealth Advisors, Llc) | Grand Rapids | MI | 02/2023 | 01/2025 |
| Unemployed | Los Angeles | CA | 05/2018 | 02/2019 |
| Fiduciary Financial Advisors | Grand Rapids | MI | 02/2026 | Present |
| Unemployed | Grand Rapids | MI | 01/2025 | 02/2026 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-01 |
| S63 | Uniform Securities Agent State Law Examination | 2013-03-01 |
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