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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-12-26 |
Branch Locations
2145 W Sherman Blvd, Norton Shores, MI 49441 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Muskegon | MI | 10/2007 | 07/2021 |
| Lpl Financial Llc | Norton Shores | MI | 07/2021 | Present |
1) 09/08/2023 - Notary - MI 49441 - Non investment related - 1 Hour per month - Start date: 11/6/2019. 2) 09/08/2023 - Prestige Consulting, LLC - Business Entity For Tax/Investment Purposes Only - MI 49441 - Non investment related - 1 Hour per month - Start date: 7/13/2023. 3) 09/08/2023 - Argo Wealth Partners - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 2008-01-04 |
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