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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-05-15
  • MI RA
    APPROVED
    Since 2025-05-15

Branch Locations

6081 B Drive, Battle Creek, MI 49014 • United States

4023 Portage Road Kalamazoo, Kalamazoo, MI 49001 • United States

1037 Washington Ave, Holland, MI 49423 • United States

56109 S Main Street, Mattawan, MI 49071 • United States

12705 Riley Street Holland,, Holland, MI 49424 • United States

1900 South Drake, Kalamazoo, MI 49009 • United States

829 East Chicago Street, Coldwater, MI 49036 • United States

4350 44Th Street, Grandville, MI 49418 • United States

901 S Beacon Blvd, Grand Haven, MI 49417 • United States

1579 Phoenix Street, South Haven, MI 49090 • United States

6770 Kalamazoo Ave, Se, Caledonia, MI 49316 • United States

5575 28Th Street, Se, Grand Rapids, MI 49512 • United States

1511 W Centre, Portage, MI 49024 • United States

125 South Kalamazoo Mall Suite 104, Kalamazoo, MI 49007 • United States

3869 Plainfield Avenue Ne, Grand Rapids, MI 49525 • United States

1818 E Sherman Blvd, Muskegon, MI 49444 • United States

3124 Henry St., Muskegon, MI 49441 • United States

5940 Gull Road, Kalamazoo, MI 49048 • United States

1065 West Milham Avenue, Portage, MI 49024 • United States

312 Ferry St, Douglas, MI 49406 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cuso Financial Services, Lp San Diego CA 04/2011 05/2025
Consumers Credit Union Holland MI 04/2011 Present
Lpl Financial Llc Muskegon MI 05/2025 Present
  • 04/2011 → 05/2025
    Cuso Financial Services, Lp
    San Diego, CA
  • 04/2011 → Present
    Consumers Credit Union
    Holland, MI
  • 05/2025 → Present
    Muskegon, MI
Previous Registrations
  • 2011-04-18 → 2025-05-15
    Cuso Financial Services, L.P.
    Mattawan, MI
    Holland, MI
    Portage, MI
    Lawton, MI
    Kalamazoo, MI
    Kalamazoo, MI
    Coldwater, MI
    Kalamazoo, MI
    Kalamazoo, MI
    Portage, MI
    South Haven, MI
    Oshtemo, MI
    Holland, MI
    Kalamazoo, MI
    Grand Rapids, MI
    Caledonia, MI
    Oshtemo, MI
    Grandville, MI
    Grand Rapids, MI
    Kalamazoo, MI
    Battle Creek, MI
    Kalamazoo, MI
    Grand Haven, MI
    Muskegon, MI
    Muskegon, MI
  • 2011-01-20 → 2011-04-15
    Zeeland, MI
  • 2008-11-19 → 2008-11-20
    Morgan Stanley & Co. Llc
    Holland, MI
Other Businesses

1. 05/15/2025-Consumers Investment Services (CIS)- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 04/29/2025- 160 Hours Per Month- 160 Hours During Trading 2. 05/15/2025- Real Estate Rental- INV Related- At 316 Holland, Mi- Start date 01/01/2025- 10 Hours Per Month 3. 05/15/2025- Real Estate Rental- INV Related- At 437 Holland, Mi- Start date 01/01/2025- 10 Hours Per Month 4. 05/15/2025 -Real Estate Rental- INV Related- At 256 Holland, Mi- Start date 01/01/2025- 10 Hours Per Month

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-01-12
  • S66 Uniform Combined State Law Examination
    2011-01-12

View on SEC IAPD

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