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Robert Andrew Herdoiza

Stonebridge Financial Group

Grand Rapids, MI

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Current Employers
Stonebridge Financial Group

3333 Deposit Drive Ne, Suite 220, Grand Rapids, MI 49546 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2017-06-12
  • MI RA
    APPROVED
    Since 2017-06-12

Branch Locations

3333 Deposit Drive Ne, Suite 220, Grand Rapids, MI 49546 • 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
Triad Advisors, Inc. Norcross GA 04/2017 08/2024
Cebos, Ltd Brighton MI 04/2007 01/2017
Global Financial Group Advisors Llc D/B/A Stonebridge Financial Grand Rapids MI 04/2017 Present
Osaic Wealth, Inc. Grand Rapids MI 08/2024 Present
  • 04/2017 → 08/2024
    Triad Advisors, Inc.
    Norcross, GA
  • 04/2007 → 01/2017
    Cebos, Ltd
    Brighton, MI
  • 04/2017 → Present
    Global Financial Group Advisors Llc D/B/A Stonebridge Financial
    Grand Rapids, MI
  • 08/2024 → Present
    Osaic Wealth, Inc.
    Grand Rapids, MI
Other Businesses

1)Global Financial Group Advisors LLC; investment related;125 Ottawa Avenue,Suite 357,Grand Rapids,MI 49503;investment advisory services;partner;4/2017;160 hrs/month;6.5 hrs during trading;overall management,prospecting

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-05-17
  • S66 Uniform Combined State Law Examination
    2017-05-17
Other Names
  • Bob Herdoiza

View on SEC IAPD

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ADVISOR 123 LLC
ASPIRE WEALTH
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

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PAUL JACOB KITZROW
JEFFREY KEITH STUKEY
Robert Anthony Mendenall
Andrew Scott VanderSchaaf
Derek Prusa
Benjamin Noel Webster
Brian Lee Platte

Other Offices

J. W. COLE ADVISORS, INC. · Grand Rapids, MI
CREATIVEONE WEALTH, LLC · Grand Rapids, MI
AI ALPHA LLC · GRAND RAPIDS, MI
WEALTHSPAN INVESTMENT MANAGEMENT, LLC · GRAND RAPIDS, MI
STRATEGIC NAVIGATORS PRIVATE WEALTH · GRAND RAPIDS, MI
ADVISOR 123 LLC · CALEDONIA, MI
ASPIRE WEALTH · CALEDONIA, MI
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · GRAND RAPIDS, MI

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