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660 Cascade W. Parkway Se Suite 250, Grand Rapids, MI 49546 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2015-06-16 |
Branch Locations
660 Cascade W. Parkway Se Suite 250, Grand Rapids, MI 49546 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Synergy Wealth Management | Grand Rapids | MI | 01/2014 | Present |
1)PRO AM COLLISION. AUTO BODY SHOP. GRAND RAPIDS, MI. STARTED 11/2014 AS ASSISTANT OFFICE MANAGER. ASSIST IN THE FRONT OFFICE WITH CUSTOMERS AFTER NORMAL BUSINESS HOURS. ALSO, FILE AND ORGANIZATION OF THE FRONT OFFICE. SPENDS 20 HR/WK, NONE DURING TRADING. 2)MI STORAGE, LLC. HUDSONVILLE, MI. STARTED 11/2014 AS OWNER OF MI STORAGE, LLC. COORDINATING LENDING, PURCHASES, AND CONSTRUCTION PLANS BEFORE BUILDING IN SPRING 2015. SPENDS 5 HR/WK, NONE DURING TRADING. 3)KOTLARZ PROPERTIES, LLC. HUDSONVILLE, MI. STARTED 11/2014 AS OWNER OF KOTLARZ PROPERTIES, LLC. PROPERTY HOLDING COMPANY FOR MI STORAGE, LLC. SPENDS 1 HR/MO, NONE DURING TRADING. 4) MI Motors, Grand Rapids, MI. started 2/2016 partner. used car dealership. spends 5 hours per month, none during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-11-08 |
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