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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-07-11 |
Branch Locations
Grand Rapids, MI • United States
607 Cascade West Pkwy Se, Grand Rapids, MI 49546 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors | Auburn Hills | MI | 02/2012 | 07/2023 |
| Agia | Houston | TX | 12/2022 | 07/2023 |
| Ck&A Services, Llc | Grand Rapids | MI | 02/2023 | 07/2023 |
| Lpl Financial Llc | Grand Rapids | MI | 07/2023 | Present |
1) 06/2023 - CK&A Services LLC / Business Owner / Not Investment Related / Grand Rapids Ml / Start date 05/29/2023 - 12 Hrs per month 2) 06/2023 - ISB Wealth Management / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-04-10 |
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