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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2022-01-26 |
| TX | RA | APPROVED | 2022-01-26 |
Branch Locations
4764 Fulton St E Ste 202., Ada, MI 49301 • United States
Grand Rapids, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jgh & Associates | Grand Rapids | MI | 04/2013 | 01/2022 |
| Voya Financial Advisors | Grand Rapids | MI | 09/2014 | 01/2022 |
| Ascend Wealth Management | Grand Rapids | MI | 01/2021 | Present |
| Lpl Financial Llc | Grand Rapids | MI | 01/2022 | Present |
1)12/14/2021 - Ascend Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Rel - Grand Rapids, MI - Start: 01/2022 - 160 Hr/Mth 2)12/14/2021 - Non-Variable Insurance - Inv Rel - Grand Rapids, MI - Start: 01/2022 - 40 Hr/Mth
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-10-17 |
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