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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 |
| MO | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED_RES | 2021-07-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Various Insurance Carriers For W&R Insurance Agencies | Eagle | MI | 02/2016 | 07/2021 |
| Waddell & Reed, Inc | Lansing | MI | 02/2016 | 07/2021 |
| Accrescent Tax Solutions | Lansing | MI | 02/2015 | 07/2021 |
| Lpl Financial Llc | Lansing | MI | 07/2021 | Present |
1- 07/2021 / DBA for LPL Business (entity for LPL business) / BridgePoint Wealth Management / Investment Related / LANSING, Michigan 2- 01/2014 / Accrescent Tax Solutions / Tax Prep/Accounting/CPA / 15 HR MNTH / Investment Related / Lansing, MI 48917 3- 09/12/2022 - No Business Names - Not Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Producer - Start Date - 08/30/2022 - 40 Hours Per Month/40 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-03-31 |
| S63 | Uniform Securities Agent State Law Examination | 2003-10-10 |
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