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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-08-07 |
| MI | RA | APPROVED | 2017-11-22 |
Branch Locations
115 Riverside Dr, Battle Creek, MI 49015 • United States
8067 Vineyard Pkwy, Kalamazoo, MI 49009 • United States
8385 Edgewood Rd, Berrien Springs, MI 49103 • United States
201 N. Phelps Street, Decatur, MI 49045 • United States
12392 E D Ave, Richland, MI 49083 • United States
8952 Us Hwy 31, Berrien Springs, MI 49103 • United States
240 North Helmer Road, Battle Creek, MI 49037 • United States
422 S. Kalamazoo Street, Paw Paw, MI 49079 • United States
1283 M-89, Plainwell, MI 49080 • United States
56337 South M-51, Dowaglac, MI 49047 • United States
2340 E Centre Ave, Portage, MI 49002 • United States
240 Cliff Street, Battle Creek, MI 49014 • United States
1671 W Michigan Ave, Battle Creek, MI 49037 • United States
235 N Drake Road, Kalamazoo, MI 49009 • United States
621 E. Chicago Road, Coldwater, MI 49038 • United States
1253 Lincoln Road, Allegan, MI 49010 • United States
6030 B Drive N, Battle Creek, MI 49014 • United States
520 Hayden, Saginaw, MI 48606 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Essex National Securities | Portage | MI | 01/2013 | 07/2017 |
| Infinex Investments, Inc. | Portage | MI | 07/2016 | 11/2017 |
| Lpl Financial Llc | Kalamazoo | MI | 11/2017 | Present |
| Credit Union Trust | Portage | MI | 08/2021 | Present |
| Honor Credit Union | Portage | MI | 11/2021 | Present |
1. 5/1/2018 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Bailey Investments Group, LLC - Investment Related - At Reported Business Location(s) - Started 01/23/2018 - 40 Hours Per Month/7 Hours During Securities Trading. 2. 5/15/2018 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Bailey Investments Group - Investment Related - At Reported Business Location(s) - Started 05/04/2018 - 1 Hour Per Month During Securities Trading. 3. 8/8/2018 - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 08/03/2018 - 3 Hours Per Month/3 Hours During Trading. 4. 8/24/2021 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Honor Investment Services - Investment Related - At Reported Business Location(s) - Started 08/18/2021 - 120 Hours Per Month During Securities Trading. 5. 8/26/2021 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Honor Investment Services SW - Investment Related - At Reported Business Location(s) - Started 08/18/2021 - 120 Hours Per Month/ During Securities Trading. 6. 09/10/2021 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Honor Investment Services - Investment Related - At Reported Business Location(s) - Start Date 08/25/2021 - 55 Hours Per Month/3 Hours During Securities Trading. 7. 10/14/2022 - William Austin Properties, LLC - Investment Related - At Reported Business Location(s) - Real Estate Rental - Started 04/24/2018 - 1 Hour Per Month During/0 Hours Securities Trading. 8. 03/12/2026 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Ignite Investment Services - Investment Related - At Reported Business Location(s) - Start Date 03/09/2026 - 80 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-08-07 |
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