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5950 Fairview Road, Suite 140, Charlotte, NC 28210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2022-02-09 |
Branch Locations
8233 Byron Center Avenue Sw Suite K, Byron Center, MI 49315 • United States
5950 Fairview Road, Suite 140, Charlotte, NC 28210 • United States
3 disclosure categories 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 |
|---|---|---|---|---|
| Byron Center Financial Services, Inc. | Bryon Center | MI | 07/1998 | Present |
| Sagepoint Financial | Byron Center | MI | 11/2012 | 11/2021 |
| Innovation Partners Llc | Charlotte | NC | 11/2021 | 06/2022 |
| Ip Financial Advisory Services Llc | Charlotte | NC | 11/2021 | Present |
1. DBA- BCF WEALTH STRATEGIES, YES, 8233 BYRON CENTER AVE SW, SUITE K, BYRON CENTER MI 48313, WEALTH MGR, 05/01/2008, 30 HRS, 30 HRS, WEALTH MANAGEMENT AND INVESTMENT PLANNING RELATED ACTIVITIES. 2. BYRON CENTER FINANCIAL INC POSITION: OWNER - NATURE: CORPORATION - IS USED SOLELY FOR TAX PURPOSES AND PAYROLL OF THE BUSINESS INVESTMENT RELATED: YES NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/01/1998 ADDRESS: 8233 BYRON CENTER AVE SUITE K PO BOX 189 BYRON CENTER, MI 49315, BYRON CENTER MI 49315 DESCRIPTION: USED FOR TAX PURPOSES SOLELY, PAYROLL ETC OF THE BUSINESS 3. KEVIN FIFIELD POSITION: Owner - NATURE: Other - Individual name only INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 05/01/1998 ADDRESS: 8233 Byron center Ave Ste K, Byron Center MI 49315 DESCRIPTION: Own and manage 4 rental homes and also use this entity for fixed insurance 4. BYRON HISTORICAL SOCIETY POSITION: Basic Board Member NATURE: Non-profit INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/03/2016 ADDRESS: 2506 Prescott Ave, Byron Center MI 49315 DESCRIPTION: Attend one board meeting per week---giving support for the community.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-05-18 |
| S63 | Uniform Securities Agent State Law Examination | 1990-08-30 |
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