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Inactive

Patrick Joseph Brunner

Fiduciary Financial Advisors

Grand Rapids, MI

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Current Employers
Fiduciary Financial Advisors

124 Fulton St. East Suite 200, Grand Rapids, MI 49503 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2023-10-17
  • MI RA
    APPROVED
    Since 2023-10-17

Branch Locations

124 Fulton St. East Suite 200, 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
New York Life Insurance Company Grand Rapids MI 03/2022 Present
Nylife Securities Llc Grand Rapids MI 03/2023 07/2023
2M Financial Group (Nyl Dba) Grand Rapids MI 03/2022 Present
United Wholesale Mortgage Pontiac MI 01/2021 10/2021
Michigan State University East Lansing MI 08/2018 05/2020
Marine Corp Reserve Battle Creek MI 02/2014 02/2020
Unemployed Grand Rapids MI 10/2021 03/2022
Unemployed Grand Rapids MI 05/2020 01/2021
Fiduciary Financial Advisors Grand Rapids MI 09/2023 Present
  • 03/2022 → Present
    New York Life Insurance Company
    Grand Rapids, MI
  • 03/2023 → 07/2023
    Nylife Securities Llc
    Grand Rapids, MI
  • 03/2022 → Present
    2M Financial Group (Nyl Dba)
    Grand Rapids, MI
  • 01/2021 → 10/2021
    United Wholesale Mortgage
    Pontiac, MI
  • 08/2018 → 05/2020
    Michigan State University
    East Lansing, MI
  • 02/2014 → 02/2020
    Marine Corp Reserve
    Battle Creek, MI
  • 10/2021 → 03/2022
    Unemployed
    Grand Rapids, MI
  • 05/2020 → 01/2021
    Unemployed
    Grand Rapids, MI
  • 09/2023 → Present
    Fiduciary Financial Advisors
    Grand Rapids, MI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-08-21
  • S66 Uniform Combined State Law Examination
    2023-08-21
Other Names
  • Patrick Brunner

View on SEC IAPD

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ASPIRE WEALTH
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

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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

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