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301 Hoover Blvd. Suite 300, Holland, MI 49423 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-10-04 |
Branch Locations
301 Hoover Blvd. Suite 300, Holland, MI 49423 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates | Holland | MI | 05/2014 | 10/2023 |
| Level Four Financial, Llc | Dallas | TX | 10/2023 | Present |
| West Michigan Advisors | Holland | MI | 10/2023 | Present |
1. REBECCA PERKINS HOMES, OWNER, NOT INVESTMENT RELATED, STARTED 4/3/2017, DEVOTE APPROX. 1 HOUR PER MONTH TO THIS ACTIVITY OUTSIDE OF TRADING HOURS. SPOUSE DOES BUSINESS UNDER BRIGHT SHORES, LLC. I OVERSEE PAYMENT OF TAXES AND PURCHASING AND MARKETING FOR THE ENTITY. 2. WEST MICHIGAN ADVISORS, INDEPENDENT RIA, DEVOTE APPROXIMATELY 100 HOURS PER MONTH TO THIS ENTITY, INVESTMENT RELATED, VICE PRESIDENT OF WEALTH MANAGEMENT, FINANCIAL PLANNING, INVESTMENT RECOMMENDATIONS, MONITORING OF INVESTMENTS, 301 HOOVER BLVD. SUITE 300, HOLLAND, MI 49423.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-10-06 |
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