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Current Employers
Raymond James Financial Services Advisors, Inc

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2021-08-20
  • MI RA
    APPROVED
    Since 2021-08-20

Branch Locations

6677 Crossings Dr Se Ste 2, Grand Rapids, MI 49508 • 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
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
  • 05/2020 → Present
    Kapteyn Wealth Partners
    Grand Rapids, MI
  • 06/2013 → 11/2020
    Pvi Industrial Washing
    Wyoming, MI
  • 06/2015 → Present
    Poll Properties
    Grandville, MI
  • 06/2019 → 06/2019
    Dj's Landscape Management
    Grand Rapids, MI
  • 09/2019 → 05/2022
    Cornerstone University
    Grand Rapids, MI
  • 09/2004 → 05/2019
    Grandville Public Schools
    Grandville, MI
  • 05/2020 → Present
    Raymond James Financial Services Inc
    Grand Rapids, MI
  • 08/2021 → Present
    Raymond James Financial Services Advisers
    Grand Rapids, MI
  • 05/2020 → Present
    The Kapteyn Group Financial Partners Llc
    Grand Rapids, MI
  • 06/2022 → 08/2023
    Cornerstone University
    Grand Rapids, MI
Other Businesses

(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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-08-18
  • S66 Uniform Combined State Law Examination
    2021-08-18

View on SEC IAPD

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