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3333 Deposit Drive Ne, Suite 220, Grand Rapids, MI 49546 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2013-02-14 |
| MI | RA | APPROVED | 2013-01-31 |
Branch Locations
3333 Deposit Drive Ne, Suite 220, Grand Rapids, MI 49546 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Global Financial Group Advisors Llc D/B/A Stonebridge Financial | Grand Rapids | MI | 07/2012 | Present |
| Triad Advisors, Inc. | Norcross | GA | 09/2013 | 08/2024 |
| Osaic Wealth, Inc. | Grand Rapids | MI | 08/2024 | Present |
1) GLOBAL FINANCIAL SERVICES GROUP D/B/A STONEBRIDGE FINANCIAL INVESTMENT RELATED ADDRESS: 80 OTAWA AVE STE 425 GRAND RAPIDS MI 49503 INVESTMENT ADVISORY POSITION: ASSISTANT START: 7/1/2012 35-45 HRS/MONTH 6.5 HRS DURING TRADING DESCRIPTION: ASSIST IN INVESTMENT RESEARCH AND PROPOSALS 2) AS PARTICLES COLLIDE POSITION: musician, sole proprietorship NATURE: Music INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 02/02/2018 ADDRESS:1830 Forest Hill Ave SE Grand Rapids MI 49546 DESCRIPTION: Playing music, write and record songs
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-02-18 |
| S65 | Uniform Investment Adviser Law Examination | 2012-05-29 |
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