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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2021-07-21 |
| NJ | RA | APPROVED | 2021-07-21 |
| PA | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED | 2021-07-21 |
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 |
|---|---|---|---|---|
| Waddell & Reed, Inc | Grand Rapids | MI | 03/2000 | 07/2021 |
| Various Insurance Carriers For W & R Insurance Agencies | Lowell | MI | 06/2000 | 07/2021 |
| Strategic Divorce Solutions | Grand Rapids | MI | 04/2012 | 01/2017 |
| Gardenier & Co. | Grand Rapids | MI | 10/2012 | 07/2021 |
| Kevin Gardenier | Grand Rapids | MI | 05/2012 | 10/2016 |
| Operation Green Star | Pompton Lakes | NJ | 10/2020 | 07/2021 |
| Autism Support Of Kent County (Ask) | Grand Rapids | MI | 12/2020 | 03/2021 |
| Lpl Financial Llc | Grand Rapids | MI | 07/2021 | Present |
1) 07/01/2021 - Non-Variable Insurance Trails - Investment Related - At Reported Business Location(s) - Start Date:2001 - 0 Hrs/Mth - 0 Hrs During Trading. 2) 07/01/2021 - Insurance Agent - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date:2001 - 10 Hrs/Mth - 0 Hrs During Trading. 3) 07/01/2021 - Purposeful Wealth Strategies - DBA for LPL Business (entity for LPL business) - Investment Related -At Reported Business Location(s) - Start Date:2018 - 0 Hrs/Mth - 0 Hrs During Trading. 4) 07/01/2021 - Gardenier & Co. LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - Home based - Start Date:2011 - 0 Hrs/Mth - 0 Hrs During Trading. 5) 04/13/2022 - Modern Life - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date - 04/01/2022 - 4 Hours Per Month/ 4 Hours During Securities Trading. 6) 08/11/2025 - Bridge Wright Wealth Partners - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:09/01/2025 - 200 Hrs/Mth - 200 Hrs During Trading. 7) 02/13/2026 - Bridgewright Wealth Partners - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 02/16/2026 - 2 hours per month/ during trading 8) 03/16/2026 - The High Lonesome, LLC - Real Estate Rental - Investment Related - Pagosa Springs, CO - Start Date 04/16/2026 - 5 hours per month/ 1 hour during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-05-16 |
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