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240 South River Avenue, Holland, MI 49423 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2017-08-14 |
Branch Locations
1600 E Beltline Ne Suite 214, Grand Rapids, MI 49525 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Next Financial Group Inc | Grand Rapids | MI | 10/2006 | 02/2017 |
| Harbour Investments, Inc | Madison | WI | 02/2017 | 07/2021 |
| Lvz, Inc. | Holland | MI | 02/2017 | Present |
1) WOOD WEALTH MANAGEMENT POSITION: Owner NATURE: DBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 10/01/2006 ADDRESS: 1600 E. Beltline Ave NE, Ste 214, Grand Rapids MI 49525 DESCRIPTION: DBA for IA Business
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-11-26 |
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