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Current Employers
Osaic Institutions, Inc.

538 Preston Avenue, Meriden, CT 06450-4858 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2026-06-14
  • MI RA
    APPROVED
    Since 2026-06-14

Branch Locations

51 Ionia Ave. Sw, Grand Rapids, MI 49503 • United States

4797 Cascade Rd Se, Grand Rapids, MI 49546 • 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
Tcf National Bank Grand Rapids MI 01/2016 10/2021
Cetera Investment Services Llc St. Cloud MN 03/2016 10/2021
The Huntington Investment Company Columbus OH 10/2021 11/2022
The Huntington National Bank Holland MI 10/2021 11/2022
Infinex Investments, Inc. Meriden CT 01/2023 Present
West Michigan Community Bank Grand Rapids MI 12/2022 Present
  • 01/2016 → 10/2021
    Tcf National Bank
    Grand Rapids, MI
  • 03/2016 → 10/2021
    Cetera Investment Services Llc
    St. Cloud, MN
  • 10/2021 → 11/2022
    The Huntington Investment Company
    Columbus, OH
  • 10/2021 → 11/2022
    The Huntington National Bank
    Holland, MI
  • 01/2023 → Present
    Infinex Investments, Inc.
    Meriden, CT
  • 12/2022 → Present
    West Michigan Community Bank
    Grand Rapids, MI
Other Businesses

1.) AMERICAN RED CROSS POSITION: Board Chair/various committees NATURE: Board Member / Committee Member INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 1 START DATE: 12/01/2016 ADDRESS: 3886 Broadmoor Ave SE, Grand Rapids MI 49512, United States DESCRIPTION: The Red Cross is an international organization that is focused on care for those in need, care for those ravaged by disaster, life saving blood donation, training and certifying for health and safety, and delivering aid internationally and also to military families throughout the world.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-06-12
S63 Uniform Securities Agent State Law Examination 2002-08-12
  • S65 Uniform Investment Adviser Law Examination
    2026-06-12
  • S63 Uniform Securities Agent State Law Examination
    2002-08-12
Other Names
  • Jon Dewey
  • Jonathan Noel Dewey

View on SEC IAPD

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