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Current Employers
Wells Fargo Clearing Services, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2019-09-27
TX RA APPROVED 2019-09-27
  • MI RA
    APPROVED
    Since 2019-09-27
  • TX RA
    APPROVED
    Since 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

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
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
  • 04/2011 → 09/2019
    Waddell & Reed, Inc
    Grand Rapids, MI
  • 02/2012 → 09/2019
    Various Insurance Carriers For W&R Insurance Agencies
    Commerce Twp, MI
  • 07/2012 → Present
    The Arc Of Oakland, Inc.
    Troy, MI
  • 01/2016 → 09/2019
    Cbic Llc
    Grand Rapids, MI
  • 01/2016 → 09/2019
    Chad Rayborn
    Grand Rapids, MI
  • 09/2017 → 09/2019
    Bridgepoint Wealth Management (Dba)
    Grand Rapids, MI
  • 09/2019 → Present
    Grand Rapids, MI
Previous Registrations
  • 2011-12-22 → 2019-10-01
    Waddell & Reed
    Grand Rapids, MI
    Kentwood, MI
    Hamden, CT
Other Businesses

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.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2012-01-20
S65 Uniform Investment Adviser Law Examination 2011-12-21
  • S63 Uniform Securities Agent State Law Examination
    2012-01-20
  • S65 Uniform Investment Adviser Law Examination
    2011-12-21
Other Names
  • Kevin Feiten

View on SEC IAPD

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