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5940 Tahoe Dr. Se, Grand Rapids, MI 49546 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-09-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Helmholdt 360, Llc | Grand Rapids | MI | 07/2025 | Present |
| Helmholdt+Company Llp | Grand Rapids | MI | 12/1998 | Present |
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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-29 |
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