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85 E 8Th Street Suite 150, Holland, MI 49423 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-10-04 |
| MI | RA | APPROVED | 2015-05-13 |
Branch Locations
85 E 8Th Street Suite 150, Holland, MI 49423 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Captrust Wealth Advisors | Holland | MI | 06/2021 | Present |
| Captrust Wealth Advisors | Holland | MI | 03/2015 | Present |
1. PLAZA CENTER CAPTRUST PARTNERS, LLC; NOT INVESTMENT RELATED; HOLLAND, MI; REAL ESTATE HOLDING COMPANY; OWNER; START DATE = 01/02/2005; 1 HOUR PER MONTH DURING TRADING HOURS; DUTIES: ADMINISTER LLC OPERATIONS, ESTABLISH LEASE RATES, FACILITATE TAX MATTERS WITH CPA. 2. Insurance Agency - Insurance Agent - Non-investment related - Licensed to provide fixed, variable, life, general insurance policies to clients. 3. DISHER Corporation; Zeeland, MI.; Since 01/21; Board Member; Not investment related; 2 hrs/mo not during trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-01-26 |
| S63 | Uniform Securities Agent State Law Examination | 2002-03-20 |
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