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99 Monroe Ave, Nw, Suite 504, Grand Rapids, MI 49503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-11-22 |
Branch Locations
99 Monroe Ave, Nw, Suite 504, Grand Rapids, MI 49503 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Voisard Asset Management Group | Grand Rapids | MI | 05/2024 | Present |
| Calvin University | Grand Rapids | MI | 08/2023 | 05/2024 |
| Cooper Davis Financial Group | East Grand Rapids | MI | 05/2023 | 08/2023 |
| Calvin University | Grand Rapids | MI | 08/2022 | 05/2023 |
| Strategies Wealth Advisors | Grand Rapids | MI | 06/2022 | 08/2022 |
| Calvin University | Grand Rapids | MI | 08/2020 | 06/2022 |
| Wegmans Food Markets | Northborough | MA | 05/2020 | 08/2020 |
| Whitinsville Christian School | Northbridge | MA | 08/2016 | 05/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-22 |
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