Best Investors
Account
Sign in
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-02-17 |
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 |
|---|---|---|---|---|
| Thrivent Investment Management Inc | Wayland | MI | 06/2025 | 02/2026 |
| Shipt Inc | Grand Rapids | MI | 12/2021 | 06/2025 |
| Spring Arbor University | Spring Arbor | MI | 08/2022 | 05/2025 |
| Devries Landscaping | Jenison | MI | 05/2022 | 08/2023 |
| Hudsonville | Hudsonville | MI | 04/2019 | 08/2021 |
| Spring Arbor University | Spring Arbor | MI | 08/2021 | 05/2025 |
| Unemployed | Hudsonville | MI | 05/2015 | 04/2019 |
| Willis And Machnik Financial Services | Jackson | MI | 01/2024 | 12/2024 |
| Thrivent Financial | Appleton | WI | 06/2025 | 02/2026 |
| Raymond James Financial Service, Inc. | Grand Rapids | MI | 02/2026 | Present |
| Avantax Investment Services, Inc. | Dallas | TX | 11/2023 | 12/2024 |
| Raymond James Financial Services Advisors, Inc. | Grand Rapids | MI | 02/2026 | Present |
(1)Name of Business: Kapteyn Wealth Partners Address: 6677 Crossings Dr SE Ste 2, Grand Rapids, MI, 49508-7889, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 02/09/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Respond to client needs/questions, assist advisors in meetings, perform various tasks within the company. (2)Name of Business: The Kapteyn Group Financial Partners LLC Address: 6677 Crossings Dr SE Ste 2, Grand Rapids, MI, 49508-7889, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 02/09/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Administrative Functions
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-01 |
Reach out to this advisor