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3333 Deposit Drive Ne, Suite 220, Grand Rapids, MI 49546 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-01-26 |
Branch Locations
3333 Deposit Drive Ne, Suite 220, Grand Rapids, MI 49546 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-20 |
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