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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-01-31 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
1619 East Mount Garfield Road, Muskegon, MI 49444 • United States
1619 E Mount Garfield Rd, Muskegon, MI 49444 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investacorp | Miami Lakes | FL | 04/2007 | 11/2016 |
| Cetera Advisor Networks Llc | El Segundo | CA | 11/2016 | 12/2018 |
| Lpl Financial Llc | Muskegon | MI | 12/2018 | 10/2020 |
| Osaic Institutions, Inc. (Fka Infinex Investments, Inc.) | Meriden | CT | 10/2020 | 05/2025 |
| Ameriprise Financial Services, Llc | Muskegon | MI | 05/2025 | 08/2025 |
| Lpl Financial | Muskegon | MI | 01/2026 | Present |
| Lake Michigan Credit Union | Muskegon | MI | 01/2026 | Present |
| Unemployed | Muskegon | MI | 08/2025 | 01/2026 |
1)01/29/2026 - MaxWealth Management - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-09-28 |
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