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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-03-10 |
| TX | RA | APPROVED | 2025-03-10 |
Branch Locations
6701 Old 28Th St Se Suite A, Grand Rapids, MI 49546 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Grand Rapids | MI | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Grand Rapids | MI | 03/2020 | 03/2025 |
| Lpl Financial Llc | Grand Rapids | MI | 03/2025 | Present |
1- 02/2025 / Real Estate Rental / INV RLTD / START 01/01/2016 2- 02/2025 / Cascade Wealth Advisors / DBA for LPL Business (entity for LPL business) / INV RLTD / AT LOCATION / 20 HRS MNTH / 5 HRS DURING TRADING / START 01/24/2025 3- 02/2025 / Fixed Insurance / Non-Variable Insurance / INV RLTD / 1 HRS DURING TRADING / START 01/01/2016 4- 02/2025 / Pull Barn Enterprises / Business Entity For Tax/Investment Purposes Only / NON INV RLTD / START 09/01/2018
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-12-29 |
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