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5659 N Kraft Lake Dr, Caledonia, MI 49316 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2022-01-21 |
Branch Locations
5659 N Kraft Lake Dr, Caledonia, MI 49316 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2021-10-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Retirement Wealth Advisors | Grand Rapids | MI | 03/2017 | 09/2021 |
| Formulafolios | Grand Rapids | MI | 05/2015 | 09/2021 |
| Advisor123 Llc | Caledonia | MI | 09/2021 | Present |
| Aspire Wealth | Caledonia | MI | 01/2022 | Present |
ADVISOR 123 LLC; INVESTMENT RELATED; SAME OFFICE LOCATION; DIRECTOR OF BUSINESS DEVELOPMENT/IAR; START: 09/2021; SPENDS APPROX. 120 HRS/MTH DURING TRADING; PROVIDES SIGNALS TO OTHER INVESTMENT ADVISERS. ASPIRE WEALTH; INVESTMENT RELATED; SAME OFFICE LOCATION; IAR; START: 01/2022; SPENDS APPROX. 40 HRS/MTH DURING TRADING; INVESTMENT ADVISORY SERVICES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-03-20 |
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