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85 E 8Th Street Suite 150, Holland, MI 49423 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2020-10-15 |
Branch Locations
85 E 8Th Street Suite 150, Holland, MI 49423 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities Llc | Farmington | MI | 11/2016 | 06/2020 |
| Jpmorgan Chase Bank | Farmington | MI | 11/2016 | 06/2020 |
| Unemployed | Ann Arbor | MI | 12/2015 | 11/2016 |
| Well Done, Llc Dba Captrust Wealth Advisors | Holland | MI | 07/2020 | 10/2025 |
| Well Done, Llc Dba Captrust Wealth Advisors | Holland | MI | 10/2025 | Present |
1) Insurance Sales; same address; Non-investment related; Approximately 1 hour per month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-10-14 |
| S63 | Uniform Securities Agent State Law Examination | 2017-01-31 |
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