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4120 E. Beltline Ave. Suite 100, Grand Rapids, MI 49525 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2019-07-25 |
Branch Locations
4120 E. Beltline Ave. Suite 100, Grand Rapids, MI 49525 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Redfield Financial Group | Grand Rapids | MI | 02/2007 | Present |
| Blue Water Asset Management | Grand Rapids | MI | 03/2015 | Present |
| Invest Financial | Tampa | FL | 02/2009 | 02/2018 |
| Lpl Financial | Fort Mill | SC | 02/2018 | 01/2022 |
| Blue Water Asset Management | Grand Rapids | MI | 03/2015 | Present |
(1) Redfield Financial Group, Grand Rapids, MI ; Affiliated Entity; Investment Related; Administrative Assistant since 02/2007; 12 hrs per week during trading hours. (2) J&N Cleaning, Cedar Springs, MI, Independent Contractor; 10 hrs per week during non-trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-07-25 |
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