Best Investors
Account
Sign in
Best Investors
Account
Sign in
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-02-08 |
Branch Locations
6677 Crossings Drive Se Suite 2, Grand Rapids, MI 49508 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Russ' Restaurant | Grand Rapids | MI | 11/2018 | 08/2019 |
| Young Supply Company | Wyoming | MI | 05/2018 | 01/2022 |
| Barton Chiropractic | Grand Rapids | MI | 01/2019 | 01/2022 |
| Stifel Nicolaus & Company Incorporated | Grand Rapids | MI | 05/2022 | 04/2023 |
| Northview High School | Grand Rapids | MI | 08/2016 | 05/2020 |
| Liberty University | Lynchburg | MI | 08/2021 | 08/2023 |
| Grand Rapids Community College | Grand Rapids | MI | 08/2020 | 08/2021 |
| Raymond James Financial Services, Inc. | Grand Rapids | MI | 05/2023 | Present |
| Raymond James Financial Services Advisors, Inc | Grand Rapids | MI | 02/2024 | Present |
(1)Name of Business: Kapteyn Wealth Partners Address: 6677 Crossings Dr SE Ste 2, Grand Rapids, MI, 49508-7889, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 05/22/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Paraplanning responsibilities (2)Name of Business: Kapteyn Wealth Partners Address: 6677 Crossings Dr SE Ste 2, Grand Rapids, MI, 49508-7889, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 05/22/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Administrative and paraplanning responsibilities (3)Name of Business: The Kapteyn Group Financial Partners LLC Address: 6677 Crossings Dr SE Ste 2, Grand Rapids, MI, 49508-7889, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 05/22/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Administrative functions (4)Name of Business: The Kapteyn Group Financial Partners LLC Address: 6677 Crossings Dr SE Ste 2, Grand Rapids, MI, 49508-7889, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 05/22/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Administrative Functions and paraplanner
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-26 |
Reach out to this advisor