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Current Employers
Stonebridge Financial Group

3333 Deposit Drive Ne, Suite 220, Grand Rapids, MI 49546 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2022-07-12
  • MI RA
    APPROVED
    Since 2022-07-12

Branch Locations

3333 Deposit Drive Ne, Suite 220, 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
Lpl Financial Llc Grand Rapids MI 12/2010 07/2022
United Bank Of Michigan Grand Rapids MI 12/2010 07/2022
Stonebridge Financial Group Grand Rapids MI 07/2022 Present
Triad Advisors, Llc Norcross GA 07/2022 08/2024
Osaic Wealth, Inc. Grand Rapids MI 08/2024 Present
  • 12/2010 → 07/2022
    Grand Rapids, MI
  • 12/2010 → 07/2022
    United Bank Of Michigan
    Grand Rapids, MI
  • 07/2022 → Present
    Grand Rapids, MI
  • 07/2022 → 08/2024
    Triad Advisors, Llc
    Norcross, GA
  • 08/2024 → Present
    Osaic Wealth, Inc.
    Grand Rapids, MI
Previous Registrations
  • 2010-12-13 → 2022-08-17
    Grand Rapids, MI
    Byron Center, MI
    Caledonia, MI
    Grand Rapids, MI
    Clarksville, MI
    Dorr, MI
    E Grand Rapids, MI
    Shelbyville, MI
    Hopkins, MI
    Rockford, MI
    Wayland, MI
    E. Grand Rapids, MI
    Byron Center, MI
    Shelbyville, MI
    Jenison, MI
    Grand Rapids, MI
    Grand Rapids, MI
  • 2007-07-10 → 2010-12-31
    Grand Rapids, MI
    Hastings, MI
Other Businesses

1)Stonebridge Financial Group;investment related;333 Deposit Drive NE,Suite 220,Grand Rapids,MI 49546;operating dba name as well as RIA;financial consultant;7/11/2022;160 hrs/month;130 hrs during trading;financial consultant operating under the dba Stonebridge Financial Group,work with individuals and businesses in investment related business,retirement planning,commission-based business and fee-based asset management and planning 2)Appointment w/multiple carriers;investment related;333 Deposit Drive NE,Suite 220,Grand Rapids,MI 49546;variable,fixed & indexed annuities,life,disability and long-term care insurance;7/11/2022;financial consultant;30 hrs/month;30 hrs during trading;work with clients to determine if and when an insurance product is appropriate for their individual situation,when needed, I will get quotes from an insurance company and work with the company to initiate any transactions 3)Rockford Chamber of Commerce;not investment related;17 S Monroe St NE, Rockford,MI 49341;civic board member and committee member;board & committee member/volunteer;7/11/2022;8 hrs/month;volunteer on board of directors,committees and community activities

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-09-07
S63 Uniform Securities Agent State Law Examination 2003-06-24
  • S65 Uniform Investment Adviser Law Examination
    2010-09-07
  • S63 Uniform Securities Agent State Law Examination
    2003-06-24
Other Names
  • Michael Patrick Mcgovern

View on SEC IAPD

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