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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-11-27 |
Branch Locations
2401 Camelot Ct Se, Suite B, Grand Rapids, MI 49546 • United States
Grand Rapids, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sigma Financial Corp | Ann Arbor | MI | 01/2007 | 11/2023 |
| Sigma Planning Corporation | Ann Arbor | MI | 04/2008 | 11/2023 |
| Lpl Financial Llc | Grand Rapids | MI | 11/2023 | Present |
1)11/16/2023 - K Bolker Financial LLC - Business Entity For Tax/Investment Purposes Only - Inv Rel - Grand Rapids, MI- start date 10/24/2023- 160hrs/mth 2)11/16/2023 - Kimberly Bolker - Non-Variable Insurance - Agent selling Life, Health, Disability, Long Term Care, Fixed Annuities - Inv Rel - Grand Rapids, MI - 40 Hr/Mth 3) 11/16/2023- Bolker Capital - DBA for LPL Business (entity for LPL business)- Inv. Related- At reported business location(s)
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2003-10-06 |
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