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Current Employers
Stonebridge Financial Group

3333 Deposit Drive Ne, Suite 220, Grand Rapids, MI 49546 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2026-01-26
  • MI RA
    APPROVED
    Since 2026-01-26

Branch Locations

3333 Deposit Drive Ne, Suite 220, Grand Rapids, MI 49546 • 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
Modern Woodmen Of America Grand Rapids MI 11/2024 12/2025
Bistro Bella Vita Grand Rapids MI 06/2024 04/2025
Bj's Cabana Bar And Karaoke Lake Havasu City AZ 03/2024 05/2024
Mcmenamin's Elks Temple Tacoma WA 03/2023 02/2024
Billy's Lounge Grand Rapids MI 09/2021 02/2023
Doordash Grand Rapids MI 03/2020 09/2021
Zivio Grand Rapids MI 01/2019 02/2020
Old Goat Grand Rapids MI 04/2018 01/2019
Iron Grand Rapids MI 06/2016 03/2018
Mwa Financial Services, Inc Rock Island IL 03/2025 12/2025
Stonebridge Financial Group Grand Rapids MI 01/2026 Present
Osaic Wealth Scottsdale AZ 01/2026 Present
  • 11/2024 → 12/2025
    Modern Woodmen Of America
    Grand Rapids, MI
  • 06/2024 → 04/2025
    Bistro Bella Vita
    Grand Rapids, MI
  • 03/2024 → 05/2024
    Bj's Cabana Bar And Karaoke
    Lake Havasu City, AZ
  • 03/2023 → 02/2024
    Mcmenamin's Elks Temple
    Tacoma, WA
  • 09/2021 → 02/2023
    Billy's Lounge
    Grand Rapids, MI
  • 03/2020 → 09/2021
    Doordash
    Grand Rapids, MI
  • 01/2019 → 02/2020
    Zivio
    Grand Rapids, MI
  • 04/2018 → 01/2019
    Old Goat
    Grand Rapids, MI
  • 06/2016 → 03/2018
    Iron
    Grand Rapids, MI
  • 03/2025 → 12/2025
    Mwa Financial Services, Inc
    Rock Island, IL
  • 01/2026 → Present
    Grand Rapids, MI
  • 01/2026 → Present
    Osaic Wealth
    Scottsdale, AZ
Other Businesses

THE COMEDY PROJECT POSITION: Improvisor NATURE: The Comedy Project is a comedy theater in no way related to the finance industry. There are two outright owners of the theater (Joe Anderson and Ben Wilke) and they give performers a cut of ticket sales for performances they are involved in. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 10/08/2025 ADDRESS: 540 Leonard St NW, Suite B, Grand Rapids MI 49504, United States DESCRIPTION: I take part in two practices lasting two hours each and two performances approximately the same length each month, all starting at 7pm EST. STONEBRIDGE FINANCIAL GROUP POSITION: Associate Investment Advisor NATURE: Stonebridge is an LLC. INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 01/05/2026 ADDRESS: 3333 Deposit Ave NE, STE 220, Grand Rapids MI 49546, United States DESCRIPTION: Set and hold meetings with clients and prospective clients. Discuss financial planning. Offer securities and fee-based wealth management.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-05-20
  • S66 Uniform Combined State Law Examination
    2025-05-20

View on SEC IAPD

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