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85 E 8Th Street Suite 150, Holland, MI 49423 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-10-04 |
| MI | RA | APPROVED | 2015-09-14 |
Branch Locations
85 E 8Th Street Suite 150, Holland, MI 49423 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Captrust Wealth Advisors | Holland | MI | 10/2020 | Present |
| Captrust Wealth Advisors | Holland | MI | 07/2015 | 10/2020 |
| Captrust Wealth Advisors | Holland | MI | 01/2021 | Present |
Trillium Living; investment-related; 2100 Raybrook St. SE, 300, Grand Rapids, MI, 49546; non-profit healthcare; volunteer committee member; no relationship with CapTrust Financial Advisors; start date: 11/4/2020: 2 hours per month; participates in committee meetings and provides oversight to investment portfolios. Trillium Living; not investment-related; 2100 Raybrook St. SE, 300, Grand Rapids, MI, 49546; Non-Profit Healthcare Organization; Volunteer Board Member; no relationship with CapTrust Financial Advisors, Start Date 09/25/2025; 8 hours per month; Oversee CEO & executive team and assist in strategic planning. The Potters House; Investment-related; 810 Van Raalte Dr SW, Grand Rapids, MI, 49509; Christian School; Volunteer Board Member; no relationship with Captrust Financial Advisors; start date: 06/02/2025; 4 hours per month; Oversees the school's foundation.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-09-11 |
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