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Grand Rapids, MI • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2022-09-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| O'NEill Asset Management | Grand Rapids | MI | 04/2014 | 06/2022 |
| Self-Employed | Grand Rapids | MI | 10/2020 | Present |
| Clarity Wealth Management Llc | Grand Rapids | MI | 08/2022 | Present |
I deliver food when I have time as an independent contractor through DoorDash, UberEats and GrubHub. I receive payment from all three. The number of hours I will spend doing this will most likely decrease significantly once the RIA has been started. I spend approx 28 hours right now per week doing that, and I'm guessing that will cut in half to 14 hours, but I don't know. Tyler S Howe is a Independent Life Insurance Agent. This activity creates a conflict of interest since there is an incentive to recommend insurance products based on commissions or other benefits received from the insurance company, rather than on the client's needs. Location of the business: 571 Fairway Dr NW Grand Rapids MI 49534 USA. Start date with business: 2023-04-20. Hours per month devoted to business during trading hours: 2. Hours per month devoted to business outside trading hours: 0. Percentage of total yearly compensation expected to be derived from the business: 1.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-07-28 |
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