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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2019-09-27 |
| TX | RA | APPROVED | 2019-09-27 |
Branch Locations
146 Monroe Center St Nw Ste 1000, Grand Rapids, MI 49503 • United States
2025 E Beltline Se, Ste 501 [Kq-Rbo], Grand Rapids, MI 49546 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc | Grand Rapids | MI | 04/2011 | 09/2019 |
| Various Insurance Carriers For W&R Insurance Agencies | Commerce Twp | MI | 02/2012 | 09/2019 |
| The Arc Of Oakland, Inc. | Troy | MI | 07/2012 | Present |
| Cbic Llc | Grand Rapids | MI | 01/2016 | 09/2019 |
| Chad Rayborn | Grand Rapids | MI | 01/2016 | 09/2019 |
| Bridgepoint Wealth Management (Dba) | Grand Rapids | MI | 09/2017 | 09/2019 |
| Wells Fargo Clearing Services, Llc | Grand Rapids | MI | 09/2019 | Present |
SPECIAL OLYMPICS POLY, NOT INVT RELATED, BYRON CENTER, MI, HOCKEY COACH, START DATE 10/14/2019, 20 HRS PER MONTH, 0 HRS DURING TRADING, COACHING KIDS. THE ARC OF OAKLING INC, NOT INVT RELATED, MILFORD, MI, RESPITE CARE FOR BROTHER, START DATE 1/1/2020, 1 HR PER MONTH, 0 HRS DURING TRADING, RESPITE CARE FOR BROTHER.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2012-01-20 |
| S65 | Uniform Investment Adviser Law Examination | 2011-12-21 |
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