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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-06-02 |
| MI | RA | APPROVED | 2012-12-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Kentwood | MI | 12/2012 | Present |
1. 11/29/2012 - Non-Variable Insurance - Inv. Rel. - Agent selling fixed life, disability, and health - Time Spent 5% 2. 07/12/2022 - BridgePoint Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 07/01/2022 - 0 Hours Per Month/0 Hours During Securities Trading. 3. 05/04/2023 - Matthew J Lehman LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date 01/01/2018 - 0 Hours Per Month/0 Hours During Securities Trading 4. 05/16/2024 - Bridgepoint Tax Consultants - Inv Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - Co-Member - Started: 1/3/2024 - 1 Hr/Mo During trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-09-06 |
| S63 | Uniform Securities Agent State Law Examination | 2008-03-10 |
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