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171 Monroe Ave. Nw Suite 800, Grand Rapids, MI 49503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-04-23 |
| MI | RA | APPROVED | 2026-04-23 |
Branch Locations
171 Monroe Ave. Nw Suite 800, Grand Rapids, MI 49503 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Grand Rapids | MI | 02/2023 | 03/2026 |
| Churchill Mortgage | Grand Rapids | MI | 08/2020 | 12/2022 |
| Cornerstone University | Grand Rapids | MI | 08/2018 | 08/2020 |
| Wheaton College | Wheaton | IL | 08/2015 | 05/2018 |
| Cornerstone University | Grand Rapids | MI | 09/2019 | 06/2021 |
| Innovia Wealth | Grand Rapids | MI | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-10 |
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