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Andrew Charles Bos

Eastown Financial Advisors, LLC

Grand Rapids, MI

CRD 4011321

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Employer firm

Eastown Financial Advisors, LLC CRD 305675

$109M regulatory AUM 3 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Eastown Financial Advisors, Llc

1514 Wealthy St Se Suite 226, Grand Rapids, MI 49506 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-03-11
MI RA APPROVED 2019-10-22
  • TX RA
    APPROVED
    Since 2021-03-11
  • MI RA
    APPROVED
    Since 2019-10-22

Branch Locations

1514 Wealthy St Se Suite 226, Grand Rapids, MI 49506 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Money Concepts Capital Corp Palm Beach Gardens FL 08/1999 10/2019
Eastown Financial Advisors, Llc Grand Rapids MI 10/2019 Present
Eastown Financial Services, Inc. Grand Rapids MI 11/2000 Present
Money Concepts Advisory Service Palm Beach Gardens FL 06/2010 10/2019
Previous Registrations
  • 2010-07-07 → 2019-10-21
    Palm Beach Gardens, FL
    Grand Rapids, MI
    Palm Beach Gardens, FL
    Grand Rapids, MI
    Grand Rapids, MI
Other Businesses

Eastown Financial Services Inc; Tax Preparation, Accounting and Insurance. Start date 11/01/2000. President. 40+ Hrs/wk. 150 hrs. mo during securities trading. 1514 Wealthy SE Suite 226, Grand Rapids, MI 49506

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-06-08
S63 Uniform Securities Agent State Law Examination 1999-09-29
  • S65 Uniform Investment Adviser Law Examination
    2010-06-08
  • S63 Uniform Securities Agent State Law Examination
    1999-09-29
Designations
  • Certified Financial Planner

View on SEC IAPD

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