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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2022-05-18 |
Branch Locations
724 E Napier Ave, Benton Harbor, MI 49022 • United States
223 W Ireland Rd, South Bend, IN 46614 • United States
5611 Cleveland Ave, Stevensville, MI 49127 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Burkholder Transload | Stevensville | MI | 07/2012 | Present |
| Primerica Financial Services | Portage | MI | 04/2016 | 09/2017 |
| J.J.B. Hilliard, W.L. Lyons | St Joseph | MI | 09/2017 | Present |
| Cuna Brokerage Services | Waverly | IA | 08/2018 | Present |
| Cuna Mutual Group | Waverly | IA | 08/2018 | Present |
| Lpl Financial Llc | Stevensville | MI | 05/2022 | Present |
1. 05/19/2022 - United Investment Planning - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - 0 Hours Per Month/0 Hours During Securities Trading. 2. 12/07/2023 - Burkholder Inc BDA Ceaser's Pools Inc. - Non-Inv Related - Stevensville, MI - Business Owner - 5 Hrs/Mo; 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-10-04 |
| S63 | Uniform Securities Agent State Law Examination | 2002-07-25 |
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