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85 E 8Th Street Suite 150, Holland, MI 49423 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| 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 | 04/2016 | Present |
| Captrust Wealth Advisors | Holland | MI | 03/2015 | Present |
1. Insurance Agency Insurance Agent Non-investment related Licensed to provide fixed, variable, life, general insurance policies to clients. 2. Mr. Linn is also a President of the Board of Directors of Gateway Mission. Mr. Linn provides advice to Gateway Mission regarding financial matters including budget, audit, accountability to existing third party endowment adviser, etc. as a part of this role. Mr. Linn spends approximately 2 hours per month at this business activity.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-08-26 |
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