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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-11-08 |
Branch Locations
1866 Ottawa Beach Rd Ste D, Holland, MI 49424 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities Service Network Inc | Knoxville | TN | 02/2011 | 09/2020 |
| Securities America, Inc. | Holland | MI | 09/2020 | 06/2024 |
| Securities America Advisors, Inc. | Holland | MI | 09/2020 | 06/2024 |
| Osaic Wealth, Inc. | Holland | MI | 06/2024 | 11/2024 |
| Osaic Wealth, Inc. | Holland | MI | 06/2024 | 11/2024 |
| Lpl Financial Llc | Holland | MI | 11/2024 | Present |
1 - 10/2024 - Capital Harbor Advisors LLC - DBA for LPL Business (entity for LPL business) - Inv Related - 1 Hour/Month - At reported business location(s). 2 - 10/2024 - Deep Harbor LLC - Business Owner - Not Inv Related - MI 49424 - OBA Start Date: 12/20/2017. 3 - 10/2024 - Capital Harbor Advisors LLC - Insurance Agency - Inv Related - 2 Hours/Month - MI 49424 - OBA Start Date: 10/31/2012.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-03-17 |
| S63 | Uniform Securities Agent State Law Examination | 2008-03-26 |
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