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Current Employers
Hungerford Financial Llc

2910 Lucerne Drive Se, Grand Rapids, MI 49546 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2016-03-30
  • MI RA
    APPROVED
    Since 2016-03-30

Branch Locations

2910 Lucerne Drive 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
United Planners' Financial Services Scottsdale AZ 02/2011 Present
Daveport University Grand Rapids MI 09/2010 07/2019
Genesis Financial Grand Rapids MI 09/2012 Present
Hungerford Financial Grand Rapids MI 05/2009 Present
West Michigan Dwellings Llc Caledonia MI 09/2015 12/2016
Hanc Wealth Management Llc Grand Rapids MI 01/2017 Present
Thomas J Price Grand Rapids MI 09/2017 Present
  • 02/2011 → Present
    United Planners' Financial Services
    Scottsdale, AZ
  • 09/2010 → 07/2019
    Daveport University
    Grand Rapids, MI
  • 09/2012 → Present
    Genesis Financial
    Grand Rapids, MI
  • 05/2009 → Present
    Hungerford Financial
    Grand Rapids, MI
  • 09/2015 → 12/2016
    West Michigan Dwellings Llc
    Caledonia, MI
  • 01/2017 → Present
    Hanc Wealth Management Llc
    Grand Rapids, MI
  • 09/2017 → Present
    Thomas J Price
    Grand Rapids, MI
Previous Registrations
  • 2010-10-29 → 2011-02-11
    Qa3 Financial Llc
    Grand Rapids, MI
    Omaha, NE
  • 2003-07-16 → 2008-01-03
    Comerica Securities
    Lansing, MI
    Muskegon, MI
    Kalamazoo, MI
    Midland, MI
    Grand Rapids, MI
    Lansing, MI
    Grand Rapids, MI
Other Businesses

1.) GENESIS FINANCIAL - OWNER - NON-PUBLIC ENTITY USED FOR PERSONAL TAX PREPARATION - GRAND RAPIDS, MI - SINCE 09/2012 - NOT INVESTMENT RELATED 2.) HANC WEALTH MANAGEMENT LLC - DIRECTOR OF WEALTH MANAGEMENT - REGISTERED INVESTMENT ADVISOR - GRAND RAPIDS, MI - SINCE 01/2017 - INVESTMENT RELATED 3.) THOMAS J PRICE INDEPENDENT INSURANCE - OWNER - SALES OF LIFE, HEALTH, AND OTHER NON-VARIABLE INSURANCE - GRAND RAPIDS, MI - SINCE 09/2017 - INVESTMENT RELATED 4.) HUNGERFORD FINANCIAL - DIRECTOR OF WEALTH MANAGEMENT - DBA NAME FOR MARKETING PURPOSES ONLY - GRAND RAPIDS, MI - SINCE 06/2017 - INVESTMENT RELATED 5.) HUNGERFORD WEALTH - DIRECTOR OF WEALTH MANAGEMENT - DBA NAME FOR MARKETING PURPOSES ONLY - GRAND RAPIDS, MI - SINCE 01/2024 - INVESTMENT RELATED

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-01-30
S63 Uniform Securities Agent State Law Examination 1994-01-11
  • S65 Uniform Investment Adviser Law Examination
    1998-01-30
  • S63 Uniform Securities Agent State Law Examination
    1994-01-11
Other Names
  • Thomas J Price
  • Thomas Joseph Price

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