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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2015-10-05 |
Branch Locations
6677 Crossings Dr Se Suite 2, Grand Rapids, MI 49508 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Service Inc | Grand Rapids | MI | 09/2015 | Present |
| Raymond James Financial Services Advisors Inc. | Grand Rapids | MI | 10/2015 | Present |
| Guide Point Financial Partners | Grandville | MI | 09/2015 | 09/2020 |
(1)Name of Business: Kapteyn Wealth Partners Address: 6677 Crossings Dr SE Ste 2, Grand Rapids, MI, 49508, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 03/15/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Planning and Advising (2)Name of Business: The Kapteyn Group, Financial Partners, LLC Address: 6677 Crossings Dr. SE Suite 2, Grand Rapids, MI, 49508, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 09/29/2015 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Paid a salary for financial advisor support role
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-06-15 |
| S63 | Uniform Securities Agent State Law Examination | 2005-10-01 |
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