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Helmholdt 360, LLC CRD 125562
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
5940 Tahoe Dr. Se, Grand Rapids, MI 49546 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-07-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Helmholdt 360, Llc | Grand Rapids | MI | 06/2024 | Present |
| Helmholdt+Company Llp | Grand Rapids | MI | 01/2009 | Present |
NAME: HELMHOLDT+COMPANY LLP - NOT INVESTMENT RELATED ADDRESS: 5940 TAHOE DRIVE SE, GRAND RAPIDS, MI, USA 49546 NATURE: CERTIFIED PUBLIC ACCOUNTANTS POSITION: PARTNER; START DATE: 01/2009 OTHER: BUSINESS HOURS PER MONTH: FULL-TIME EMPLOYMENT HOURS DEVOTED TO OTHER BUSINESS DURING SECURITIES TRADING HOURS: 95% DUTIES: PARTNER SUPERVSING AND REVIEWING TAX AND ACCOUNTING ENGAGEMENTS, AND PRACTICE ADMINISTRATION
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-07-02 |
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