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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-26 |
| MI | RA | APPROVED | 2023-05-18 |
Branch Locations
5070 Cascade Rd Se Ste 100, Grand Rapids, MI 49546 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 07/2014 | 07/2020 |
| Wells Fargo Clearing Services, Llc | Grand Rapids | MI | 07/2020 | 05/2023 |
| Lpl Financial Llc | Grand Rapids, | MI | 05/2023 | Present |
1) 5/2023 - POD FINANCIAL, LLC / Business Entity For Tax/Investment Purposes Only / Not Investment Related / Grand Rapids, Ml - Start date 05/19/2023 - 2) 5/2023 - Bridgewright Wealth Partners / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-09-19 |
| S63 | Uniform Securities Agent State Law Examination | 2004-06-04 |
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