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4981 Cascade Road Suite C, Grand Rapids, MI 49546 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2021-05-26 |
| MI | RA | APPROVED | 2021-02-04 |
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 |
|---|---|---|---|---|
| Bankers Life | Grand Rapids | MI | 09/2015 | 02/2017 |
| Bankers Life Securities Inc | Grand Rapids | MI | 11/2016 | 02/2017 |
| David A Koetje And Assoc. Inc Dba Solid Rock Investing | Grand Rapids | MI | 02/2017 | 01/2020 |
| Voya Financial Advisors | Grand Rapids | MI | 03/2017 | 01/2020 |
| Legacy Planning & Associates, Inc. | Grand Rapids | MI | 01/2020 | 05/2023 |
| Advisory Advocates, Llc | Grand Rapids | MI | 02/2021 | Present |
| Voya Financial Advisors | Grand Rapids | MI | 02/2018 | 01/2020 |
| Bankers Life Advisory Services, Inc. | Grand Rapids | MI | 01/2017 | 02/2017 |
| Legacy Planning & Associates, Inc. | Grand Rapids | MI | 01/2021 | 10/2023 |
Independent Insurance Agent; No; GRAND RAPIDS; MI; 49546; Fixed Insurance Sales; Independent Insurance Agent; 1/29/2018; 2 hours/mo during trading; Sales of Fixed Insurance; Investment related GOLDFINCH WEALTH MANAGEMENT - NON-INVESTMENT RELATED - GRAND RAPIDS MI - MANAGING MEMBER - 09/2023 - 2 HRS/MO DURING TRADING - LLC THAT HOLDS OWNERSHIP INTEREST IN ADVISORY ADVOCATES
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-01-07 |
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