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496 Ada Dr. Se Suite 201, Ada, MI 49301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2026-07-15 |
| MI | RA | APPROVED | 2026-07-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mml Investors Services, Llc | Grand Rapids | MI | 03/2017 | 12/2021 |
| Massmutual Life Insurance Co | Grand Rapids | MI | 05/2016 | 12/2021 |
| Commonwealth Financial Network | Waltham | MA | 12/2021 | 09/2022 |
| Commonwealth Financial Network | Waltham | MA | 09/2022 | 12/2023 |
| Im Wealth, Llc | Ada | MI | 09/2022 | Present |
| Commonwealth Financial Network | Waltham | MA | 12/2023 | 07/2026 |
| Im Wealth, Llc | Ada | MI | 10/2025 | Present |
Fixed insurance sales; as of 01/14/2022; 3% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-23 |
| S66 | Uniform Combined State Law Examination | 2017-10-23 |
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