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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| HI | RA | APPROVED | 2021-07-28 |
| MI | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED | 2021-07-21 |
Branch Locations
2145 W Sherman Blvd, Norton Shores, MI 49441 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Co-Creating Llc | Muskegon | MI | 01/2014 | 07/2021 |
| 2145 W. Sherman, Llc | Grand Haven | MI | 07/2019 | 07/2021 |
| Various Insurance Carriers For W & R Insurance Agencies | Lihue | HI | 12/1999 | 07/2021 |
| Waddell & Reed, Inc. | Lihue | HI | 07/1999 | 07/2021 |
| Lpl Financial Llc | Lihue | HI | 07/2021 | Present |
1)07/11/2019 - Real Estate Rental / 2145 W. Sherman, LLC / Investment Related / 2145 W. Sherman Blvd., Norton Shores, MI 49441 2)01/03/2014 - Business Entity For Tax/Investment Purposes Only / Co-Creating LLC / 40Hrs/Mo / Not Investment Related / 2145 W. Sherman Blvd. Norton Shores, MI 49441 3)03/2021 - DBA for LPL Business (entity for LPL business) / ARGO Wealth Partners / Investment Related / Norton Shores, MI 49441
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-21 |
| S63 | Uniform Securities Agent State Law Examination | 1999-09-27 |
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