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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED | 2021-07-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Grandeville | MI | 06/2002 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Grand Rapids | MI | 09/2002 | 07/2021 |
| Road Properties, Llc | Grand Rapids | MI | 12/2003 | 07/2021 |
| Gilda'S Club Grand Rapids | Grand Rapids | MI | 01/2010 | 06/2017 |
| Kids Food Basket | Grand Rapids | MI | 01/2011 | 06/2017 |
| Adv Great Lakes Group | Grand Rapids | MI | 01/2014 | 07/2021 |
| Habitat For Humanity | Grand Rapids | MI | 09/2015 | 04/2017 |
| Grandville Group Llc | Grandville | MI | 08/2017 | 07/2021 |
| Lpl Financial Llc | Grandville | MI | 07/2021 | Present |
1. 9.2017 / PLAN IT FINANCIAL Group LLC / Business Entity For Tax/Investment Purposes Only / NOT INVESTMENT RELATED / 0HRS/MO / Grandville, MI 49418 2. 07.2021 / AARON DEVOS / NON-VARIABLE INSURANCE / INVESTMENT RELATED / 0HRS/MO / GRANDVILLE, MI 49418 3. 7.25.2021 / PLAN IT FINANCIAL GROUP/ DBA for LPL Business (entity for LPL business) / INVESTMENT RELATED / GRANDVILLE, MI 49418 4. 09/03/2025- Wilson & 44th LLC- Real Estate Rental- INV Related- At Grandville, MI - Start date 08/15/2025- 4 Hours Per Month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-07-19 |
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