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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-04-11 |
| MI | RA | APPROVED | 2021-07-21 |
Branch Locations
4500 Cascade Rd Se, Ste 204A, Grand Rapids, MI 49546 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed Inc | Grand Rapids | MI | 05/1998 | 07/2021 |
| Various Insurance Carriers For W & R Insurance Agencies | Grand Rapids | MI | 07/1998 | 07/2021 |
| Jph Consulting Inc | Grand Rapids | MI | 01/2014 | 08/2020 |
| St Isidore Catholic Church | Grand Rapids | MI | 07/2017 | 07/2021 |
| Huber Nichols, Inc | Ada | MI | 03/2018 | 07/2021 |
| Lpl Financial Llc | Grand Rapids | MI | 07/2021 | Present |
1.08/11/2021; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Assura Wealth; Investment Related; at Reported Business Location(s); Start Date 07/22/2021; hrs/mth; hrs during trading 2.08/14/2026; Huber Nichols, Inc.; Business Entity For Tax/Investment Purposes Only; Investment Related; at Reported Business Location(s); Start Date 03/01/2018; 1hrs/mth; 1hrs during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 1998-06-24 |
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