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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2021-08-20 |
Branch Locations
6677 Crossings Dr Se Ste 2, Grand Rapids, MI 49508 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kapteyn Wealth Partners | Grand Rapids | MI | 05/2020 | Present |
| Pvi Industrial Washing | Wyoming | MI | 06/2013 | 11/2020 |
| Poll Properties | Grandville | MI | 06/2015 | Present |
| Dj's Landscape Management | Grand Rapids | MI | 06/2019 | 06/2019 |
| Cornerstone University | Grand Rapids | MI | 09/2019 | 05/2022 |
| Grandville Public Schools | Grandville | MI | 09/2004 | 05/2019 |
| Raymond James Financial Services Inc | Grand Rapids | MI | 05/2020 | Present |
| Raymond James Financial Services Advisers | Grand Rapids | MI | 08/2021 | Present |
| The Kapteyn Group Financial Partners Llc | Grand Rapids | MI | 05/2020 | Present |
| Cornerstone University | Grand Rapids | MI | 06/2022 | 08/2023 |
(1)Name of Business: Kapteyn Wealth Partners Address: 6677 Crossings Dr SE Ste 2, Grand Rapids, MI, 49508-7889, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 05/11/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial planning, investment advice, administrative functions (2)Name of Business: The Kapteyn Group Financial Partners LLC Address: 6677 Crossings Dr SE Ste 2, Grand Rapids, MI, 49508-7889, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 05/11/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial planning, investment advice, administrative functions
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-08-18 |
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