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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-04-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Muskegon | MI | 08/2013 | 03/2019 |
| Rental Property | Holland | MI | 11/2010 | 11/2017 |
| Various Insurance Carriers For W & R Insurance Agencies | Holland | MI | 08/2013 | 03/2019 |
| Dan Lauraine/Gary Lauraine | Holland | MI | 02/2010 | 11/2017 |
| Dan Lauraine | Holland | MI | 12/2018 | 03/2019 |
| Charles Schwab & Co., Inc. | Grand Rapids | MI | 03/2019 | 01/2024 |
| Charles Schwab Bank | Grand Rapids | MI | 03/2019 | 01/2024 |
| Drake & Associates, Llc | Milwaukee | WI | 03/2024 | 03/2026 |
| Lpl Financial Llc | Kentwood | MI | 04/2026 | Present |
1. 03/2026 - BridgePoint Tax Consulting - Business Owner - Investment Related - 10 Hrs/Mth - 00 Hrs During Trading - Holland, MI 49423 - OBA Start Date: 01/01/2024 2. 03/2026 - BridgePoint Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - 160 Hrs/Mth - 160 Hrs During Trading - At Reported Business Location(s) - OBA Start Date: 03/20/2026
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-03-05 |
| S63 | Uniform Securities Agent State Law Examination | 1997-08-11 |
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