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Avoca, MI • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-07-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Grand Rapids | MI | 03/2018 | 05/2018 |
| Flex Administrators, Inc. | Grand Rapids | MI | 02/2015 | 03/2018 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 03/2018 | 05/2019 |
| Schwallier Wealth Management Llc | Grand Rapids | MI | 05/2019 | 10/2022 |
| Mosaic Planners And Advisors | Ada | MI | 03/2021 | 10/2022 |
| Holistiplan Llc | College Station | TX | 10/2022 | Present |
| Lotv Planning & Consulting | Avoca | MI | 10/2024 | Present |
LOTV Planning & Consulting; investment related; 8118 Avoca Rd, Avoca, MI 48006; Registered Investment Advisor; IAR; member; owner; 10/2024; approx. 60 hours per month; 10 hours worked during securities trading hours; assists clients with investment advice and financial and retirement planning. Monoceros Consultants LLC; not investment-related; 8118 Avoca Rd, Avoca, MI 48006; tax planning; member; owner; 09/2021; 2 hours/month; 0 hours/month during trading hours; tax planning. Holistiplan LLC; not investment-related; 3193 Chaco Canyon Dr, College Station, TX 77845; advanced planning solution technology software company; employee; 10/2022; 160 hours/month; 130 hours/month during trading hours; advanced planning software solutions.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-05-24 |
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