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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-08-07
MI RA APPROVED 2022-08-03
  • TX RA
    APPROVED
    Since 2025-08-07
  • MI RA
    APPROVED
    Since 2022-08-03

Branch Locations

100 Cesar E. Chavez Ave Sw Suite 504, Grand Rapids, MI 49503-4057 • United States

140 N. Main Street, Evart, MI 49631 • United States

309 Lafayette Street, Greenville, MI 48838-1991 • United States

4056 56Th St Sw, Wyoming, MI 49418 • 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
Grand Wealth Management, Llc Grand Rapids MI 01/2021 04/2022
Padnos Ludington MI 09/2017 01/2021
Michigan Freeze Pack Hart MI 01/2016 09/2017
Raymond James Financial Services, Inc Wyoming MI 04/2022 Present
Grace Christian University Grandville MI 01/2024 05/2024
Grand Valley State University Grand Rapids MI 01/2024 05/2024
Grace Christian University Grand Rapids MI 08/2024 12/2025
Grace Christian University Wyoming MI 07/2024 08/2024
  • 01/2021 → 04/2022
    Grand Rapids, MI
  • 09/2017 → 01/2021
    Padnos
    Ludington, MI
  • 01/2016 → 09/2017
    Michigan Freeze Pack
    Hart, MI
  • 04/2022 → Present
    Raymond James Financial Services, Inc
    Wyoming, MI
  • 01/2024 → 05/2024
    Grace Christian University
    Grandville, MI
  • 01/2024 → 05/2024
    Grand Valley State University
    Grand Rapids, MI
  • 08/2024 → 12/2025
    Grace Christian University
    Grand Rapids, MI
  • 07/2024 → 08/2024
    Grace Christian University
    Wyoming, MI
Previous Registrations
Other Businesses

(1) Name of Business: 56th Street Wealth Strategies LLC Address: 4056 56th St SW, Wyoming, MI, 49418-9351, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 09/20/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: 56th Street Wealth Strategies is Patrick Bykerk and my partnership support entity where the Raymond James advisory revenue will be administered. I am a financial advisor for Raymond James. I own 20% of this entity. (2) Name of Business: Grand Valley State University Address: 50 Front Ave., Grand Rapids, MI, 49504, United States Activity Type: Professor/Teacher Position/Title: Investment Related: Yes Start Date: 08/25/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (3) Name of Business: Guide Point Financial Partners Address: 4056 56th St SW, Wyoming, MI, 49418-9351, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 06/30/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Guide Point Financial Partners is a DBA acquired from a retiring advisor. The firm is now under new ownership and management, and we are continuing to operate under the existing branding and website during the transition. I own 20% of the business and Patrick Bykerk owns 80%. (4) Name of Business: Van Loo Wealth Address: 4056 56th St SW, Wyoming, MI, 49418-9351, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 09/20/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is my administrative support entity for the partnership revenue from 56th Street Wealth Strategies.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2022-08-02
S65 Uniform Investment Adviser Law Examination 2020-07-12
  • S63 Uniform Securities Agent State Law Examination
    2022-08-02
  • S65 Uniform Investment Adviser Law Examination
    2020-07-12
Designations

View on SEC IAPD

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