Best Investors Account Sign in

Patrick R Borum

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Grand Rapids, MI

Claim This Profile
Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2022-07-07
TX RA APPROVED 2022-06-14
MI RA APPROVED 2022-05-09
  • NY RA
    APPROVED
    Since 2022-07-07
  • TX RA
    APPROVED
    Since 2022-06-14
  • MI RA
    APPROVED
    Since 2022-05-09

Branch Locations

250 Monroe Ave Nw, Grand Rapids, MI 49503 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Westland MI 12/2021 Present
Bank Of America Westland MI 12/2021 Present
Blujay Solutions Holland MI 10/2020 11/2021
Profile Films Walker MI 01/2019 07/2020
A&B Machining Grand Haven MI 01/2017 01/2019
Dk Security Grand Rapids MI 09/2017 01/2018
Louis Padnos Iron & Metals Holland MI 06/2017 09/2017
Crazy Horse Steakhouse Holland MI 04/2014 07/2017
  • 12/2021 → Present
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Westland, MI
  • 12/2021 → Present
    Bank Of America
    Westland, MI
  • 10/2020 → 11/2021
    Blujay Solutions
    Holland, MI
  • 01/2019 → 07/2020
    Profile Films
    Walker, MI
  • 01/2017 → 01/2019
    A&B Machining
    Grand Haven, MI
  • 09/2017 → 01/2018
    Dk Security
    Grand Rapids, MI
  • 06/2017 → 09/2017
    Louis Padnos Iron & Metals
    Holland, MI
  • 04/2014 → 07/2017
    Crazy Horse Steakhouse
    Holland, MI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-05-06
  • S66 Uniform Combined State Law Examination
    2022-05-06

View on SEC IAPD

Other Firms

J. W. COLE ADVISORS, INC.
CREATIVEONE WEALTH, LLC
AI ALPHA LLC
WEALTHSPAN INVESTMENT MANAGEMENT, LLC
STRATEGIC NAVIGATORS PRIVATE WEALTH
ADVISOR 123 LLC
ASPIRE WEALTH
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Other Investors

LEONARD MARTIN RHOADES
PAUL JACOB KITZROW
JEFFREY KEITH STUKEY
Robert Anthony Mendenall
Andrew Scott VanderSchaaf
Derek Prusa
Benjamin Noel Webster
Brian Lee Platte

Other Offices

J. W. COLE ADVISORS, INC. · Grand Rapids, MI
CREATIVEONE WEALTH, LLC · Grand Rapids, MI
AI ALPHA LLC · GRAND RAPIDS, MI
WEALTHSPAN INVESTMENT MANAGEMENT, LLC · GRAND RAPIDS, MI
STRATEGIC NAVIGATORS PRIVATE WEALTH · GRAND RAPIDS, MI
ADVISOR 123 LLC · CALEDONIA, MI
ASPIRE WEALTH · CALEDONIA, MI
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · GRAND RAPIDS, MI

More in Grand Rapids, MI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor