William Calvin Kapteyn

Current Employers

Employment History

• 09/2015 → Present
  Raymond James Financial Services,Inc
  Grand Rapids, MI
• 10/2015 → Present
  Raymond James Financial Services Advisors Inc.
  Grand Rapids, MI
• 09/2015 → 09/2020
  Guide Point Financial Partners
  Grandville, MI
• 09/2020 → Present
  Kapteyn Wealth Partners
  Grand Rapids, MI

Previous Registrations

• 2009-11-05 → 2015-10-08
  Royal Advisors, Llc
  Grandville, MI

Other Businesses

(1)Name of Business: Kapteyn Holdings, LLC Address: 6677 Crossings Drive SE, Suite 2, Grand Rapids, MI, 49508, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 09/10/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner/Managing Member (2)Name of Business: Kapteyn Wealth Partners Address: 6677 Crossings Drive SE, Suite 2, Grand Rapids, MI, 49508, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 09/19/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Branch Manager and advisory services with RJFS. (3)Name of Business: The Kapteyn Group, Financial Partners, LLC Address: 6677 Crossings Drive SE, Suite 2, Grand Rapids, MI, 49508, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 09/29/2015 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Managing member.

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-11-01
• S63 Uniform Securities Agent State Law Examination
  1996-10-10

Other Names

• Bill Kapteyn