Emilee Lawrence

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

Current Registrations

Authority	Category	Status	Date
WI	RA	APPROVED	2023-03-28
MI	RA	APPROVED	2022-05-18

Branch Locations

550 S Riverview Dr, Parchment, MI 49004 • United States

706 N Westnedge, Kalamazoo, MI 49007 • United States

901 East Milham Road, Portage, MI 49002 • United States

320 E Columbia, Battle Creek, MI 49015 • United States

5039 Comstock Ave, Kalamazoo, MI 49048 • United States

4308 W Main St, Kalamazoo, MI 49006 • United States

837 North Wisonsin, Elkhorn, WI 53121 • United States

746 Fourth Street, Beloit, WI 53511 • United States

2317 Milton Avenue, Janesville, WI 53545 • United States

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

Organization	City	State	From	To
Pnc Bank	Kalamazoo	MI	06/2013	04/2017
Pnc Investments	Kalamazoo	MI	06/2013	04/2017
Jp Morgan Chase Bank	Portage	MI	05/2017	12/2017
Jp Morgan Securities, Llc	Portage	MI	05/2017	12/2017
Lpl Financial Llc	Portage	MI	01/2018	03/2019
Cx Institutional, Llc	Portage	MI	03/2018	03/2019
Rose Street Advisors	Kalamazoo	MI	03/2019	10/2019
M Holdings Securities, Inc.	Portland	OR	03/2019	10/2019
Oak Point Wealth Management	Portage	MI	01/2018	03/2018
Cuna Mutual Group	Waverly	IA	01/2020	05/2022
Cuna Brokerage Services, Inc.	Waverly	IA	01/2020	Present
Lpl Financial Llc	Kalamazoo	MI	05/2022	Present

1). 05-18-2022-Advia Financial Advisors- Investment Related- At Reported Business Location(s)- DBA for LPL Business (entity for LPL business)-

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2014-11-25
S63	Uniform Securities Agent State Law Examination	2011-08-29