Andrew Jensen Boatright

Current Employers

Employment History

• 09/2018 → 01/2020
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Grand Rapids, MI
• 09/2014 → 04/2019
  Davenport University
  Grand Rapids, MI
• 06/2017 → 08/2017
  Merrill Lynch, Pierce, Fenner & Smith Inc
  Grand Rapids, MI
• 06/2018 → 08/2018
  Merrill Lynch, Pierce, Fenner & Smith Inc.
  Grand Rapids, MI
• 09/2019 → 01/2020
  Bank Of America, N.A.
  Grand Rapids, MI
• 01/2020 → 02/2023
  Strategies Wealth Advisors, Llc
  Grand Rapids, MI
• 02/2023 → Present
  Innovia Wealth, Llc (Formerly Strategies Wealth Advisors, Llc)
  Grand Rapids, MI

Previous Registrations

• 2019-09-30 → 2020-01-17
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  Grand Rapids, MI

Other Businesses

the name of the other business: Davenport University whether the business is investment-related; no the address of the other business; 6191 Kraft Ave SE, Grand Rapids, MI 4951 the nature of the other business; Private University your position; Finance Department Advisory Board Member title, or relationship with the other business; Alumni the start date of your relationship; 11/29/2022 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; Be an advisory resource for the Davenport University finance department faculty and students to help them meet their goals and objectives. The board meets 3 times a year at the end of each school semester.

Exams

• S66 Uniform Combined State Law Examination
  2019-09-27

Designations

Other Names

• Drew Jensen Boatright
• Andrew Boatright