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Adam Roland Trask

Burnham & Company LLC

Grand Rapids, MI

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Current Employers
Burnham & Company Llc

4930 Cascade Rd Se Suite B, Grand Rapids, MI 49546 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-07-30
ME RA APPROVED 2022-09-26
  • MI RA
    APPROVED
    Since 2025-07-30
  • ME RA
    APPROVED
    Since 2022-09-26

Branch Locations

4930 Cascade Rd Se Suite B, 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
Huntington National Bank South Haven MI 06/2015 07/2017
The Huntington Investment Company Columbus OH 03/2016 07/2017
Jp Morgan Chase Grand Rapids MI 07/2017 01/2018
The Huntington National Bank Holland MI 01/2018 01/2020
The Huntington Investment Company Columbus OH 03/2018 01/2020
Burnham & Dells Advisors Grand Rapids MI 02/2020 08/2022
Burnham & Company Llc Grand Rapids MI 08/2022 Present
  • 06/2015 → 07/2017
    Huntington National Bank
    South Haven, MI
  • 03/2016 → 07/2017
    The Huntington Investment Company
    Columbus, OH
  • 07/2017 → 01/2018
    Jp Morgan Chase
    Grand Rapids, MI
  • 01/2018 → 01/2020
    The Huntington National Bank
    Holland, MI
  • 03/2018 → 01/2020
    The Huntington Investment Company
    Columbus, OH
  • 02/2020 → 08/2022
    Burnham & Dells Advisors
    Grand Rapids, MI
  • 08/2022 → Present
    Burnham & Company Llc
    Grand Rapids, MI
Previous Registrations
  • 2020-06-05 → 2022-10-20
    Burnham & Dells Advisors
    Grand Rapids, MI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-02-25
S63 Uniform Securities Agent State Law Examination 2016-05-09
  • S65 Uniform Investment Adviser Law Examination
    2020-02-25
  • S63 Uniform Securities Agent State Law Examination
    2016-05-09

View on SEC IAPD

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