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168 Louis Campau Promenade Nw, Suite 500, Grand Rapids, MI 49503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-09-22 |
| MI | RA | APPROVED | 2016-07-14 |
Branch Locations
168 Louis Campau Promenade Nw, Suite 500, Grand Rapids, MI 49503 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Family Capital Management | Grand Rapids | MI | 08/2013 | 06/2019 |
| American Portfolios Financial Services Inc. | Holbrook | NY | 07/2015 | 10/2024 |
| Family Capital Management, Inc. | Grand Rapids | MI | 07/2019 | Present |
| Osaic Wealth, Inc. | Grand Rapids | MI | 10/2024 | 04/2025 |
| Purshe Kaplan Sterling Investments | Albany | NY | 07/2025 | Present |
1) Family Capital Management, Inc; Investment Related; At Registered Location; RIA; IAR; 7/2019; 200; 160; Advise/CCO/CFO/CIO. 2) Fixed Insurance; Investment Related; At Registered Location; Fixed/Traditional Insurance; Agent; 2/2025; 1; 1; Provide insurance advice based on the needs of client(s).
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-09-13 |
| S66 | Uniform Combined State Law Examination | 2016-03-29 |
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