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Advisor at INNOVIA WEALTH, LLC
GRAND RAPIDS, MI
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| INNOVIA WEALTH, LLC | Independent wealth | Jan 23, 2018 | n/a | yes | GRAND RAPIDS, MI | Current employment |
| VALMARK ADVISERS, INC. | Bd affiliated wealth | Aug 12, 2016 | Jan 24, 2018 | no | Grand Rapids, MI|Grand Rapids, MI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| VALMARK ADVISERS, INC. | INNOVIA WEALTH, LLC | Jan 24, 2018 | Jan 23, 2018 | -1 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 108050:289913:MI:2018-01-24 | Jan 24, 2018 | Jan 23, 2018 | GRAND RAPIDS, MI | Firm change |