Best Investors Account Sign in
Inactive

Bradley Scott Greenfield

Helmholdt 360, LLC

Grand Rapids, MI

Claim This Profile
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

Other Firms

Other Investors

Other Offices

More in Grand Rapids, MI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor