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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2015-08-07 |
| MI | RA | APPROVED | 2010-04-15 |
Branch Locations
979 Spaulding Ave Se Ste A, Ada, MI 49301-3705 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Ada | MI | 10/2006 | Present |
(1) 10/02/2006: RPS Financial - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - 40% Time Spent - Life and Health Insurance Sales (2) 9/14/2018 - AFC Reals Assets - Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 08/21/2018 - 5 Hours Per Month/0 Hours During Securities Trading. (3) 1/25/2019 - Growtrust Partners - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 02/04/2019 - 100 Hours Per Month/5 Hours During Securities Trading. (4) 11/07/2022 - West Catholic High School - Not Investment Related - 1801 Bristol Ave NW Grand Rapids MI 49514 - Other-Soccer Coach - Start Date: 05/10/2021 - 15 Hours Per Month/1 Hour During Securities Trading - I am the soccer coach of West Catholic High School girls and boys soccer.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-08-01 |
| S63 | Uniform Securities Agent State Law Examination | 2000-08-08 |
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