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1500 E. Beltline Ave Se Suite 205, Grand Rapids, MI 49506 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-04-02 |
| MI | RA | APPROVED | 2025-10-02 |
Branch Locations
1500 E. Beltline Ave Se Suite 205, Grand Rapids, MI 49506 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Retirement Wealth Advisors | Grand Rapids | MI | 08/2016 | 08/2021 |
| Eminence Financial Group | Grand Rapids | MI | 11/2008 | Present |
| Oracle | Redwood Shores | CA | 06/2011 | 11/2021 |
| Eminence Financial Investing | Grand Rapids | MI | 10/2016 | 08/2021 |
| Efg Financial, Llc | Grand Rapids | MI | 08/2021 | Present |
| Blue Yonder Corp | Palo Alto | CA | 11/2021 | Present |
1) Eminence Financial Group; Investment-Related Life Insurance and Annuity Sales; 2815 michigan NE, Grand rapids MI 49506; life and annuity sales; co owner; started 4/2007; approx 80 hours per month; 30 hours during trading hours; independently sell life insurance and annuities
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-06-23 |
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