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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2018-02-14 |
Branch Locations
979 Spaulding Ave Se Ste A, Ada, MI 49301-3705 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sii Investments, Inc. | East Grand Rapids | MI | 02/1999 | 02/2018 |
| Lpl Financial Llc | Ada | MI | 02/2018 | Present |
1. 02/14/2018 - No Business Name - Investment Related - Non-Variable Insurance - SALES AGENT - Fixed Insurance, Life Insurance, Long Term Care. 2. 2/19/2019 - Growtrust Partners - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 02/14/2019 - 240 Hours Per Month/200 Hours During Securities Trading. 3. 04/06/2022 - No Business Name - Investment Related - Marco Island, FL 34145 - Real Estate Rental - Start Date - 03/01/2022 - 3 Hours Per Month/0 Hours During Securities Trading. 4. 06/18/2024 - TS Financial - Inv Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started: 1/1/2024 - 40 Hrs/Mo During Trading. 5. 07/25/2024 - TMR Business Ventures - Other - Furniture Liquidation - Co-Owner/ Treasurer - Not Investment Related - Grand Rapids, MI - Start Date 07/03/2024 - 10 Hours Per Month/ 2 Hours During Trading 6. 11/10/2025 - TMR Business Ventures - Other - Reps Business - Co-Owner - Not Investment Related - Grand Rapids, MI - Start Date 07/01/2024 - 120 hours per month/ 80 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-01-16 |
| S63 | Uniform Securities Agent State Law Examination | 2000-02-10 |
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