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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-07 |
| MI | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
(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.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-08-02 |
| S65 | Uniform Investment Adviser Law Examination | 2020-07-12 |
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