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400 West Metro Park, Rochester, NY 14623 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-01-04 |
| MI | RA | APPROVED | 2018-11-05 |
Branch Locations
400 West Metro Park, Rochester, NY 14623 • United States
4990 Cascade Rd. Se, Suite 2, Grand Rapids, MI 49546 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lifemark Securities Corp. | Rochester | NY | 11/2018 | Present |
| Grand River Wealth Management | Grand Rapids | MI | 01/2007 | Present |
| D&L Partners, Llc Dba Boardmember Connect | Grand Rapids | MI | 09/2010 | Present |
| Foresters Equity Services, Inc. | Grand Rapids | MI | 12/2005 | 10/2018 |
DBA: Grand River Wealth Management ALSO USED FOR SECURITIES 1. Grand River Wealth Management / INVESTMENT RELATED / 4990 CASCADE RD. SUITE 2, GRAND RAPIDS, MI 49546 / INDEPENDENT INSURANCE AGENT / START 01/2007 / 12 HOURS/MONTH / 8 HOURS/MONTH DURING SECURITIES TRADING HOURS / SALES AND SERVICE OF LIFE INSURANCE AND FIXED ANNUITIES. 2. D&L PARTNERS, LLC DBA BOARDMEMBER CONNECT / NOT INVESTMENT RELATED / 7260 MOUNTAIN AASH DR SE, GRAND RAPIDS, MI 49546 / GENERAL PARTNER / START 09/2010 / 2 HOURS/MONTH / 0 HOURS/MONTH DURING SECURITIES TRADING HOURS / WORK WITH NATIONAL NON-PROFIT ORGANIZATIONS AND CORPORATIONS TO IDENTIFY AND RECRUIT BOARD MEMBERS TO SERVE ON NON-PROFIT BOARDS. 3.Boy Scouts Troop/ not investment related/supervise and lead scouts/Assistant Scoutmaster/1/2023/10 hours per month. 4.Trinity Lutheran Church Council/not investment related/2700 Fulton St. Grand Rapids, MI 49506/serve on council as voting member/1/2024/2 hours per month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-06-11 |
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