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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2021-07-21 |
Branch Locations
800 E Ellis Rd Ste 243, Norton Shores, MI 49441 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jackie Engel, Cfp | Muskegon | MI | 08/2016 | 07/2021 |
| Waddell & Reed, Inc | Norton Shores | MI | 08/2016 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Norton Shores | MI | 01/2017 | 07/2021 |
| C & R Associates Llc | Grand Rapids | MI | 03/2018 | 07/2021 |
| Lpl Financial Llc | Norton Shores | MI | 07/2021 | Present |
1- 09/2019 / Other/ 4 HR MNTH / Investment Related / Norton Shores, MI 49441 2- 10/2017 / DBA for LPL Business (entity for LPL business) / Bridge Point Wealth Management / Investment Related / Kentwood, MI 49512
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-10-26 |
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