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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, Llc | Grand Rapids | MI | 03/2020 | 03/2025 |
| Lpl Financial Llc | Grand Rapids | MI | 03/2025 | Present |
| Ameriprise Financial Services, Llc | Grand Rapids | MI | 02/1998 | 03/2020 |
1- 02/2025 / Cascade Wealth Advisors / DBA for LPL Business (entity for LPL business) / Inv Rltd / at location / start 03/10/2025 2- 02/2025 / Eagle Run Prosperties LLC / Real Estate Rental / Inv Rltd / 1 hrs mnth / start 04/01/2006
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-07-28 |
| S63 | Uniform Securities Agent State Law Examination | 1998-05-21 |
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