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171 Monroe Ave. Nw Suite 800, Grand Rapids, MI 49503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-07-16 |
| IN | RA | APPROVED | 2024-07-12 |
| AZ | RA | APPROVED | 2024-05-30 |
| LA | RA | APPROVED | 2024-05-28 |
| WI | RA | APPROVED | 2024-05-06 |
| PA | RA | APPROVED | 2024-05-02 |
| CO | RA | APPROVED | 2024-05-01 |
| MN | RA | APPROVED | 2024-05-01 |
| WA | RA | APPROVED | 2024-05-01 |
| OR | RA | APPROVED | 2023-11-27 |
| VA | RA | APPROVED | 2023-11-27 |
| FL | RA | APPROVED | 2023-04-24 |
| IL | RA | APPROVED | 2023-03-13 |
| TX | RA | APPROVED_RES | 2023-03-13 |
| CA | RA | APPROVED | 2023-03-07 |
| OH | RA | APPROVED | 2023-03-06 |
| MI | RA | APPROVED | 2018-09-26 |
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 |
|---|---|---|---|---|
| Valmark Securities, Inc. | Akron | OH | 01/2017 | 01/2018 |
| Grandville Public Schools | Grandville | MI | 10/2012 | 01/2017 |
| Maple Hill Golf Course | Grandville | MI | 06/2015 | 12/2016 |
| Mutual Securities | Camarillo | CA | 01/2018 | 12/2019 |
| Mtb Of Michigan, Llc Dba Strategies Wealth Advisors | Grand Rapids | MI | 01/2018 | 09/2018 |
| Strategies Wealth Advisors, Llc | Grand Rapids | IL | 09/2018 | 02/2023 |
| Innovia Wealth, Llc (Formerly Strategies Wealth Advisors, Llc) | Grand Rapids | MI | 02/2023 | Present |
the name of the other business: First Reformed Church of Grandville whether the business is investment-related: No the address of the other business: 3060 Wilson Ave SW, Grandville, MI 49418 the nature of the other business: religion your position: volunteer title, or relationship with the other business: Volunteer the start date of your relationship 8/1/2023 the approximate number of hours/month you devote to the other business: 1 the number of hours you devote to the other business during securities trading hours: 0 and briefly describe your duties relating to the other business: Deacon Board
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-09-14 |
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