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4981 Cascade Road Suite C, Grand Rapids, MI 49546 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-06-03 |
Branch Locations
4981 Cascade Road Suite C, Grand Rapids, MI 49546 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-09 |
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