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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2014-02-10 |
| MI | RA | APPROVED | 2013-12-23 |
Branch Locations
7199 Kalamazoo Ave Se #200, Caledonia, MI 49316 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Caledonia | MI | 12/2013 | Present |
1. 2/28/2017 - No Business Name - Not Investment Related - 4117 Pineview St SW, Grandville, MI 49418 - Tax Prep/Accounting/CPA - Started 02/10/2017 - 1 Hour Per Month/0 Hours During Securities - Basic tax prep. 2. 7/29/2021 - VanSingel Financial Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 07/20/2021 - 0 Hours Per Month. 3. 11/04/2021 - Hanson Brokerage - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Producer - Start Date: 11/03/2021 - 3 Hours Per Month/0 Hours During Securities Trading. 4. 08/13/2024 - The Tavenner Agency - Non-Variable Insurance - Broker - Investment Related - At Reported Business Location(s) - Start Date 06/27/2024 - 1 Hour Per Month/ During Trading 5. 09/26/2024 - VanSingel & Farrell Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 09/04/2024 - 0 Hours Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-10-29 |
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