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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2018-01-11
  • MI RA
    APPROVED
    Since 2018-01-11

Branch Locations

6677 Crossings Drive Se Suite 2, Grand Rapids, MI 49508 • 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
Raymond James Financial Services, Inc. Grandville MI 09/2016 11/2017
Calvin College Grand Rapids MI 09/2014 12/2017
Mr. Burger Hudsonville MI 08/2012 09/2016
Raymond James Financial Services, Inc. Grandville MI 11/2017 01/2018
Raymond James Financial Services, Inc. Grand Rapids MI 01/2018 Present
Raymond James Financial Services Advisors Inc. Grand Rapids MI 01/2018 Present
Guide Point Financial Partners Grandville MI 09/2016 09/2020
  • 09/2016 → 11/2017
    Raymond James Financial Services, Inc.
    Grandville, MI
  • 09/2014 → 12/2017
    Calvin College
    Grand Rapids, MI
  • 08/2012 → 09/2016
    Mr. Burger
    Hudsonville, MI
  • 11/2017 → 01/2018
    Raymond James Financial Services, Inc.
    Grandville, MI
  • 01/2018 → Present
    Raymond James Financial Services, Inc.
    Grand Rapids, MI
  • 01/2018 → Present
    Grand Rapids, MI
  • 09/2016 → 09/2020
    Guide Point Financial Partners
    Grandville, MI
Other Businesses

(1)Name of Business: Hudsonville Protestant Reformed Church Address: 5101 Beechtree Ave, Hudsonville, MI, 49426, United States Activity Type: Religious Position/Title: Deacon, Officer - President Investment Related: Yes Start Date: 01/04/2024 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Overseeing church finances and budget with deacon committee. \nMeeting with and counseling needy individuals/families of our church, widows/widowers. \nAs part of deacon committee, determine how to use church funds to help those in need or other causes in the community.\nFacilitating general collections of funds for the church's operations and missions. (2)Name of Business: Kapteyn Wealth Partners Address: 6677 Crossings Dr. SE Suite 2, Grand Rapids, MI, 49508, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 09/21/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Financial Planner (3)Name of Business: The Kapteyn Group, Financial Partners, LLC Address: 6677 Crossings Dr. SE Suite 2, Grand Rapids, MI, 49508, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 09/08/2016 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 0-1 Description of duties: Financial Planner

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-01-06
  • S66 Uniform Combined State Law Examination
    2018-01-06
Other Names
  • Johnny Schat

View on SEC IAPD

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