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380 W Western Avenue Suite 250, Muskegon, MI 49440 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2022-08-26 |
Branch Locations
380 W Western Avenue Suite 250, Muskegon, MI 49440 • United States
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2021-07-21 |
| MO | RA | APPROVED | 2021-07-21 |
Branch Locations
380 W Western Ave Ste 250, Muskegon, MI 49440-1169 • United States
668 3 Mile Rd Nw Ste A, Grand Rapids, MI 49544 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Roger Garretson | Muskegon | MI | 01/2016 | 07/2021 |
| Sheryl Albertie Becker | Muskegon | MI | 01/2016 | 07/2021 |
| Waddell & Reed Inc | Grand Rapids | MI | 01/2016 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Muskegon | MI | 06/2018 | 07/2021 |
| Sheryl Albertie Becker | Muskegon | MI | 06/2018 | 07/2021 |
| Roger Garretson | Muskegon | MI | 06/2018 | 07/2021 |
| Bcs Partners | Muskegon | MI | 06/2018 | 07/2021 |
| Lpl Financial Llc | Muskegon | MI | 07/2021 | Present |
| Bcs Partners Llc Dba Embark Financial Partners | Muskegon | MI | 08/2022 | Present |
| Bcs Partners Llc Insurance Agency | Muckegon | MI | 01/2023 | Present |
1) 07/2021 - DBA for LPL Business (entity for LPL business) / Embark Financial Partners / Investment Related / Muskegon, MI 49440 2) 05/2019 - Other - Notary / Rebecca Novak / Investment Related/ 1% / Muskegon, MI 49440 3) 01/2023 - Embark Financial Partners - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date: 01/01/2023 - 10 Hours Per Month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-07-25 |
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