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168 Louis Campau Promenade Nw, Suite 500, Grand Rapids, MI 49503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2014-12-11 |
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 | 07/2014 | 07/2019 |
| American Portfolios Financial Services, Inc. | Holbrook | NY | 10/2014 | 10/2024 |
| Family Capital Management | Grand Rapids | MI | 07/2019 | Present |
| Osaic Wealth, Inc. | Grand Rapids | MI | 10/2024 | Present |
INDEPENDENT INSURANCE AGENT, START DATE 7/1/2014, STEWARDSHIP PLANNING PARTNERS. FAMILY WEALTH COUNSELING. SECURITIES RELATED. START DATE 2014. ASSISTANT. 0% OWNERSHIP. 5 HOURS DEVOTED PER MONTH, 1 HOUR DURING MARKET HOURS. FAMILY CAPITAL MANAGEMENT. INSURANCE ANNUITIES. NOT SECURITIES RELATED. START DATE 7/2014. 0% OWNERSHIP. 3 HOURS DEVOTED PER MONTH, 3 HOURS DURING MARKET HOURS. PAUL DAMON AND ASSOCIATES. INSURANCE ANNUITES. NOT SECURITIES RELATED. START DATE 7/2014. 77 HOURS DEVOTED PER MONTH, 77 HOURS DURING MARKET HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-12-10 |
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