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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-17 |
| MI | RA | APPROVED | 2022-04-07 |
Branch Locations
16916 Robbins Rd, Grandhaven, MI 49417 • United States
3870 South Division Ave, Wyoming, MI 49548 • United States
4100 32Nd Ave, Hudsonville, MI 49426 • United States
5023 Michigan Dr, Allendale, MI 49401 • United States
675 68Th St Sw, Byron Center, MI 49315 • United States
7409 Cotton Wood Dr, Jenison, MI 49428 • United States
2720 Lake Michigan Dr Nw, Grand Rapids, MI 49504 • United States
4560 Alpine Ave Nw, Grand Rapids, MI 49321 • United States
5701 28Th St Se, Grand Rapids, MI 49546 • United States
310 W Tienken Rd, Rochester Hills, MI 48306 • United States
310 West Front St, Traverse City, MI 49684 • United States
342 Michigan St Ne, Grand Rapids, MI 49503 • United States
34391 12 Mile Road, Farmington Hills, MI 48331 • United States
5453 Northland Dr Ne, Grand Rapids, MI 49525 • United States
6615 Highland Rd, White Lake, MI 48313 • United States
8630 E Main Ave, Zeeland, MI 49464 • United States
951 Jackson St, Grand Haven, MI 49417 • United States
1820 Leonard Ne, Grand Rapids, MI 49505 • United States
2335 10 Mile Road, Rockford, MI 49341 • United States
3810 Sparks Dr Se, Grand Rapids, MI 49546 • United States
5430 State St, Saginaw, MI 48603 • United States
4084 W Centre Ave, Portage, MI 49024 • United States
1619 E Mt Garfield Rd, Muskegon, MI 49444 • United States
310 Lafayette Ave Se Ste 230, Grand Rapids, MI 49503 • United States
435 S Westnedge Ave, Kalamazoo, MI 49007 • United States
5986 Meto-Way, Wyoming, MI 49519 • United States
6170 W Main St, Kalamazoo, MI 49009 • United States
7175 Broadmoor Se, Caledonia, MI 49316 • United States
2209 Plainfield Ave Ne, Grand Rapids, MI 49505 • United States
326 Gull Rd, Kalamazoo, MI 49048 • United States
3493 West Shore Dr, Holland, MI 49424 • United States
106 Grand St, Schoolcraft, MI 49087 • United States
6206 Kalamazoo Ave Se, Kentwood, MI 49508 • United States
12409 Stafford St, Ravenna, MI 49451 • United States
2636 44Th St Sw, Wyoming, MI 49519 • United States
3201 S State St, Ann Arbor, MI 48108 • United States
496 Ada Dr Se Ste 103, Ada, MI 49301 • United States
734 W Long Lake Road, Troy, MI 48098 • United States
925 W Sherman Blvd, Muskegon, MI 49441 • United States
6170 W. Main St., Kalamazoo, MI 49009 • United States
35653 Dodge Park Dr, Sterling Heights, MI 48312 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fifth Third Bank | Plainwell | MI | 04/2011 | 04/2022 |
| Fifth Third Securities | Plainwell | MI | 01/2014 | 04/2022 |
| Lpl Financial Llc | Kalamazoo | MI | 04/2022 | Present |
| Lake Michigan Credit Union | Kalamazoo | MI | 04/2022 | Present |
1) 4/2022- Crosbv HOMES AND RENTALS LLC- Real Estate Rental- property co-owner - inv. related-1219 Helen Ave Otsego, MI- start date 5/2016 - 2 hrs/mth 2) 04/12/2022 - Lake Michigan Credit Union - DBA: MaxWealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 04/04/2022 - 160 Hours Per Month/ 160 Hours During Securities. 3) 05/15/2023 - Oceanview, Aspida - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Financial Advisor - Start Date - 05/24/2022 - 5 Hours Per Month/ 5 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-06-30 |
| S63 | Uniform Securities Agent State Law Examination | 2014-04-15 |
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