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3333 Deposit Drive Ne, Suite 220, Grand Rapids, MI 49546 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2013-02-14 |
| MI | RA | APPROVED | 2013-01-31 |
| TX | RA | APPROVED | 2013-01-01 |
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 |
|---|---|---|---|---|
| Advisory Alpha, Llc | Chicago | IL | 11/2011 | Present |
| Global Financial Group Advisors Llc D/B/A Stonebridge Financial | Grand Rapids | MI | 11/2012 | Present |
| Coordinated Financial Strategies/Global Financial | Grand Rapids | MI | 05/2004 | Present |
| Triad Advisors, Inc. | Norcross | GA | 09/2013 | 08/2024 |
| Osaic Wealth, Inc. | Grand Rapids | MI | 08/2024 | Present |
1) 14 BATAVIA, LLC; NOT INVESTMENT RELATED 30 Mayfair Dr, GRAND RAPIDS, MI 49503; REAL ESTATE HOLDING COMPANY; MANAGING MEMBER;3/1/2013; LESS THAN 2 HRS/MONTH;0 HRS DURING TRADING; PROPERTY MANAGEMENT 2) APPOINTMENT WITH MULTIPLE CARRIERS NOT INVESTMENT RELATED; 3333 Deposit Dr., STE 220, Grand Rapids, MI / 159 N. Sangamon St. STE 200, Chicago, IL 60607; INSURANCE; PRESIDENT;6/4/2013; LESS THAN 5; APPROX 1 HR/WEEK; INSURANCE SERVICES 3) COLEMAN & HUGHES; INVESTMENT RELATED; 5380 CASCADE RD, STE. 300, GRAND RAPIDS, MI 49546; EMPLOYEE BENEFITS (OTHER THAN RETIREMENT PLANS); ALLIANCE/REFERRAL RELATIONSHIP; 2/2014; 5-10 HRS/MONTH;5-10 HRS DURING TRADING; ADVISE CLIENTS IN THE AREA OF RETIREMENT PLANS 4) Stonebridge Financial Group; investment related; 3333 Deposit Dr STE 220 Grand Rapids, MI & 159 N. Sangamon St, STE 200 Chicago, IL; president;5/1/2016;100 hrs/month;5 hrs during trading; consulting related to retirement plans and individual portfolio management.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2004-06-03 |
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