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Current Employers
Osaic Institutions, Inc.

538 Preston Avenue, Meriden, CT 06450-4858 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2018-09-11
  • MI RA
    APPROVED
    Since 2018-09-11

Branch Locations

3467 Kelly Street, Hudsonville, MI 49426 • United States

437 Baldwin Street, Jenison, MI 49428 • 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
West Michigan Community Bank Hudsonville MI 06/2002 Present
Investment Prpfessionals Inc San Antonio TX 02/2012 09/2018
Infinex Investments, Inc. Meriden CT 09/2018 Present
  • 06/2002 → Present
    West Michigan Community Bank
    Hudsonville, MI
  • 02/2012 → 09/2018
    Investment Prpfessionals Inc
    San Antonio, TX
  • 09/2018 → Present
    Infinex Investments, Inc.
    Meriden, CT
Previous Registrations
  • 2012-02-29 → 2018-09-13
    Investment Professionals, Inc.
    San Antonio, TX
    Jenison, MI
    Grand Rapids, MI
    Hudsonville, MI
    Kansas City, MO
    Grand Rapids, MI
    Downers Grove, IL
  • 2010-10-21 → 2012-03-05
    Cetera Investment Services Llc
    Hudsonville, MI
    Hudsonville, MI
    Hudsonville, MI
Other Businesses

1.)EMPLOYEE OF WEST MICHIGAN COMMUNITY BANK/NO BANK RELATED ACTIVITIES OR DUTIES/AS A REGISTERED REP WITH IPI I PROVIDE NON DEPOSIT INVESTMENT PRODUCTS AND SERVICES AT THE FINANCIAL INSTITUTION. 2. Lakeshore Concrete Pumping | Not Investment Related | 11116 Fitzgerald St., Ste J, Nunica, MI 49448 | Concrete Construction | Office | Start Date: 10/01/2017 | Approximately 20-25 hours per month devoted to other business activity, none of which are during securities trading hours | Compensated | Contract & Banking/Checking Account Signatory Authority | Duties include helping with office duties for Spouse's business including entering weekly payroll, accounts payable, and account receivable.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-10-05
S63 Uniform Securities Agent State Law Examination 2005-05-11
  • S65 Uniform Investment Adviser Law Examination
    2010-10-05
  • S63 Uniform Securities Agent State Law Examination
    2005-05-11
Other Names
  • Jaime Lynn Wood

View on SEC IAPD

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