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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-03-13
  • MI RA
    APPROVED
    Since 2025-03-13

Branch Locations

677 E 8Th St, Holland, MI 49423 • United States

12409 Stafford St, Ravenna, MI 49451 • United States

8630 E Main Ave, Zeeland, MI 49464 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James Financial Services, Inc. Grandville MI 11/2015 04/2020
Raymond James Financial Services Advisors Inc. Grandville MI 04/2020 02/2025
Bykerk Financial Services Wyoming MI 11/2015 10/2024
56Th Street Wealth Strategies Wyoming MI 10/2024 02/2025
Lpl Financial San Diego CA 03/2025 Present
Lake Michigan Credit Union Holland MI 03/2025 Present
  • 11/2015 → 04/2020
    Raymond James Financial Services, Inc.
    Grandville, MI
  • 04/2020 → 02/2025
    Grandville, MI
  • 11/2015 → 10/2024
    Bykerk Financial Services
    Wyoming, MI
  • 10/2024 → 02/2025
    56Th Street Wealth Strategies
    Wyoming, MI
  • 03/2025 → Present
    Lpl Financial
    San Diego, CA
  • 03/2025 → Present
    Lake Michigan Credit Union
    Holland, MI
Previous Registrations
Other Businesses

1 - 03/13/2025 - Heather Alber, Notary Public - Notary - Inv Related - MI 49426 - OBA Start Date: 11/06/2024. 2 - 03/13/2025 - MaxWealth Management - DBA for LPL Business (entity for LPL business) - Inv Related - At reported business location(s). 3. 06/27/2025 - Aspida Life Insurance Co - Non-Variable Insurance - Inv related - At reported business location(s) - Start date: 06/17/2025 - 4 Hrs/Mth - 0 Hrs During Trading.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-12-27
  • S66 Uniform Combined State Law Examination
    2001-12-27
Other Names
  • Heather Marie Steffes
  • Heather Marie Alber

View on SEC IAPD

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