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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-04-11 |
| MI | RA | APPROVED | 2014-12-19 |
Branch Locations
3280 Beltline Ct Ne, Suite 400, Grand Rapids, MI 49525 • United States
Ada, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Ada | MI | 12/2014 | Present |
1. 10/10/2017 - Academy Wealth Management - Investment Related - At Reported Business Location(s) - Insurance Agency - Started 09/15/2017 - 10 Hours Per Month During Securities Trading. 2. 10/10/2017 - Academy Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 09/15/2017 - 40 Hours Per Month During Securities Trading - Life, annuity, long-term care, and disability. 3. 2/19/2019 - Growtrust Partners - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 02/13/2019 - 180 Hours Per Month/120 Hours During Securities Trading. 4. 11/13/2023 - Io Property Holdings / Sadek Enterprises - Investment Related - Grand Rapids, MI 49525 - Real Estate Rental - Start Date: 09/01/2021 - 4 Hours Per Month/0 Hours During Securities Trading - Commercial real estate property renting space to several tenants. 5. 12/17/2021 - No Business Name - Not Investment Related - Home Based - Other-Reps Business - Start Date: 02/01/2021 - 5 Hours Per Month/5 Hours During Securities Trading - Independent Contractor/Consultant. 6. 03/30/2026 - Sadek Rights Management LLC - Author - Not Investment Related - Ada, MI - Start Date 03/26/2026 - 10 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-07-15 |
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