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Madelyn Kay Rozeboom

Straight Path Wealth Management

Jenison, MI

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Current Employers
Straight Path Wealth Management

7699 Georgetown Center Drive, Jenison, MI 49428 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2022-08-02
  • MI RA
    APPROVED
    Since 2022-08-02

Branch Locations

7699 Georgetown Center Drive, 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
Straight Path Tax And Accounting Solutions Inc Jenison MI 05/2021 05/2022
Morgan Stanley Grand Rapids MI 09/2019 03/2020
Full-Time Student (Calvin University) Grand Rapids MI 04/2020 04/2021
Full-Time Student Cadillac MI 05/2012 09/2019
Straight Path Wealth Management Jenison MI 05/2022 10/2023
Straight Path Wealth Management Jenison MI 10/2023 Present
  • 05/2021 → 05/2022
    Straight Path Tax And Accounting Solutions Inc
    Jenison, MI
  • 09/2019 → 03/2020
    Morgan Stanley
    Grand Rapids, MI
  • 04/2020 → 04/2021
    Full-Time Student (Calvin University)
    Grand Rapids, MI
  • 05/2012 → 09/2019
    Full-Time Student
    Cadillac, MI
  • 05/2022 → 10/2023
    Straight Path Wealth Management
    Jenison, MI
  • 10/2023 → Present
    Straight Path Wealth Management
    Jenison, MI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-08-02
  • S65 Uniform Investment Adviser Law Examination
    2022-08-02
Designations
Other Names
  • Madelyn Kay Lanser

View on SEC IAPD

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