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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 2026-02-17
  • MI RA
    APPROVED
    Since 2026-02-17

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
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
  • 06/2025 → 02/2026
    Wayland, MI
  • 12/2021 → 06/2025
    Shipt Inc
    Grand Rapids, MI
  • 08/2022 → 05/2025
    Spring Arbor University
    Spring Arbor, MI
  • 05/2022 → 08/2023
    Devries Landscaping
    Jenison, MI
  • 04/2019 → 08/2021
    Hudsonville
    Hudsonville, MI
  • 08/2021 → 05/2025
    Spring Arbor University
    Spring Arbor, MI
  • 05/2015 → 04/2019
    Unemployed
    Hudsonville, MI
  • 01/2024 → 12/2024
    Willis And Machnik Financial Services
    Jackson, MI
  • 06/2025 → 02/2026
    Thrivent Financial
    Appleton, WI
  • 02/2026 → Present
    Raymond James Financial Service, Inc.
    Grand Rapids, MI
  • 11/2023 → 12/2024
    Avantax Investment Services, Inc.
    Dallas, TX
  • 02/2026 → Present
    Grand Rapids, MI
Previous Registrations
Other Businesses

(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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-01
  • S66 Uniform Combined State Law Examination
    2025-08-01

View on SEC IAPD

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