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Current Employers
Fiduciary Financial Advisors

124 Fulton St. East Suite 200, Grand Rapids, MI 49503 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2020-09-15
  • MI RA
    APPROVED
    Since 2020-09-15

Branch Locations

124 Fulton St. East Suite 200, Grand Rapids, MI 49503 • 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
Action Point Financial Planning Grand Rapids MI 10/2018 08/2020
Hope College Holland MI 08/2014 08/2018
Fiduciary Financial Advisors Grand Rapids MI 09/2020 Present
  • 10/2018 → 08/2020
    Action Point Financial Planning
    Grand Rapids, MI
  • 08/2014 → 08/2018
    Hope College
    Holland, MI
  • 09/2020 → Present
    Grand Rapids, MI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-08-31
  • S65 Uniform Investment Adviser Law Examination
    2020-08-31

View on SEC IAPD

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