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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2018-01-11 |
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 |
|---|---|---|---|---|
| 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 |
(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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-01-06 |
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