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3075 Charlevoix Dr Se, Grand Rapids, MI 49546 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-09-01 |
Branch Locations
3075 Charlevoix Drive Se, Grand Rapids, MI 49546 • UNITED STATES
4649 N. Breton Ct. Se Suite B, Grand Rapids, MI 49508 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vander Ploeg, Bergakker & Assoc. | Grand Rapids | MI | 01/2021 | Present |
| Pathway Benefit Services | Wyoming | MI | 08/2014 | Present |
| Grand Rapids Community College | Grand Rapids | MI | 08/2017 | 08/2019 |
| Door Dash | Grand Rapids | MI | 04/2020 | 01/2021 |
| Grand Valley State University | Allendale | MI | 08/2019 | 12/2021 |
| Catholic Central High School | Grand Rapids | MI | 08/2013 | 05/2017 |
| Centennial Securities Company | Grand Rapids | MI | 10/2022 | Present |
1. Vander Ploeg, Bergakker & Associates - non invest related - 4145 Embassy Dr. SE GR MI 49546 - Accounting firm-Staff accountant - Since Jan 2021 (65 hrs/month during trading hours) duties: tax prep, payroll processing. 2. Pathway Benefit Svc. investment related - 5099 Division Ave Wyoming, MI 49548 - Retirement plan Accounting - Administrative Asst. from August 2014 - 20 hrs/month. 5 hrs/week during trading hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-28 |
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