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Bradley Scott Greenfield

Helmholdt 360, LLC

Grand Rapids, MI

CRD 8131533

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Employer firm

Helmholdt 360, LLC CRD 125562

Reported services (Item 5G)

  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Helmholdt 360, Llc

5940 Tahoe Dr. Se, Grand Rapids, MI 49546 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-09-29
  • MI RA
    APPROVED
    Since 2025-09-29

Branch Locations

5940 Tahoe Dr. Se, 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
Helmholdt 360, Llc Grand Rapids MI 07/2025 Present
Helmholdt+Company Llp Grand Rapids MI 12/1998 Present
  • 07/2025 → Present
    Grand Rapids, MI
  • 12/1998 → Present
    Helmholdt+Company Llp
    Grand Rapids, MI
Other Businesses

Name: Helmholdt+Company LLP - Not Investment-Related Address: 5940 Tahoe Dr SE, Grand Rapids, MI 49546 Nature: Certified Public Accountants Position: Partner Start Date: 12/1998 Other Business Hours Per Month: Full-Time Employment Other Business Hours During Securities Trading Hours: 95% Duties: Managing Tax and Accounting Engagements; Staff Supervision; Practice Administration

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-09-29
  • S65 Uniform Investment Adviser Law Examination
    2025-09-29
Other Names
  • Bradley S. Greenfield

View on SEC IAPD

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