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Joseph Thomas Bonadies

Advisory Advocates LLC

Grand Rapids, MI

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Current Employers
Advisory Advocates Llc

4981 Cascade Road Suite C, Grand Rapids, MI 49546 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-06-03
  • MI RA
    APPROVED
    Since 2025-06-03

Branch Locations

4981 Cascade Road Suite C, Grand Rapids, MI 49546 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
L.M. Kohn & Company Cincinnati OH 05/2023 Present
Modales Wines Fennville MI 03/2022 08/2023
Velo City Cycles Holland MI 02/2022 08/2022
Tree Fort Bikes Ypsilanti MI 05/2021 12/2021
Homemaking Holland MI 12/2021 02/2022
Bellflower Restaurant Ypsilanti MI 08/2020 05/2021
Unemployment Ypsilanti MI 02/2020 08/2020
Grange Kitchen & Bar Ann Arbor MI 02/2018 02/2020
University Of Michigan, Dept. Of Cardiology Ann Arbor MI 12/2016 04/2018
Extended Travel Whitefish MT 04/2016 12/2016
Advisory Advocates Llc Holland MI 06/2025 Present
  • 05/2023 → Present
    L.M. Kohn & Company
    Cincinnati, OH
  • 03/2022 → 08/2023
    Modales Wines
    Fennville, MI
  • 02/2022 → 08/2022
    Velo City Cycles
    Holland, MI
  • 05/2021 → 12/2021
    Tree Fort Bikes
    Ypsilanti, MI
  • 12/2021 → 02/2022
    Homemaking
    Holland, MI
  • 08/2020 → 05/2021
    Bellflower Restaurant
    Ypsilanti, MI
  • 02/2020 → 08/2020
    Unemployment
    Ypsilanti, MI
  • 02/2018 → 02/2020
    Grange Kitchen & Bar
    Ann Arbor, MI
  • 12/2016 → 04/2018
    University Of Michigan, Dept. Of Cardiology
    Ann Arbor, MI
  • 04/2016 → 12/2016
    Extended Travel
    Whitefish, MT
  • 06/2025 → Present
    Holland, MI
Previous Registrations
  • 2023-08-21 → 2025-09-08
    L.M. Kohn & Company
    Cincinnati, OH
    Cincinnati, OH
    Holland, MI
Other Businesses

1.) Business name: Palissage, LLC; Investment-related: NO; Address: 203 W 21st St, Holland, MI 49423; Nature of business: Wine & beverage consulting; Position: Consulting Sommelier; Title/relationship: Owner; Start date of relationship: 10/2022; Approx. hours/month devoted to business: 10; Hours/month devoted to business during securities trading hours: 0; Brief description of duties: Consultation services for restaurant & bar wine/beverage programs. 2.) BUSINESS NAME: JTB WEALTH MANAGEMENT, LLC; INVESTMENT RELATED: NO; ADDRESS: 203 W 21ST ST, HOLLAND, MI; NATURE OF BUSINESS: TO ENGAGE IN ANY ACTIVITY WITHIN THE PURPOSES FOR WHICH AN LLC MAY BE FORMED UNDER THE LIMITED LIABILITY COMPANY ACT OF MICHIGAN. TITLE: MEMBER; START DATE: APRIL 2024; APPROX HRS/MO: 10; HRS/MO DEVOTED DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: ADMINISTRATIVE AND FINANCIAL. 3.) LICENSED INSURANCE PRODUCER, RESIDENT PRODUCER MI; INVESTEMENT RELATED: YES; MICHIGAN; START DATE: JUNE 3RD, 2024; LESS THAN 10 HRS/WK; LINES OF AUTHORITY: ACCIDENT & HEALTH, LIFE, VARIABLE ANNUITIES. 4.) CITY OF HOLLAND INTERNATIONAL RELATIONS COMMISSION; NON-INVESTMENT RELATED; HOLLAND, MI; WE DO NOT ENGAGE IN POLICY MAKING DECISIONS, ONLY FUNCTION AS A RECOMMENDING BODY TO THE CITY COUNCIL.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-08-09
  • S66 Uniform Combined State Law Examination
    2023-08-09
Other Names
  • Joe Bonadies

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