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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-01-09 |
| IN | RA | APPROVED | 2024-06-18 |
| TX | RA | APPROVED | 2022-12-07 |
Branch Locations
500 Renaissance Dr Ste 102C, St Joseph, MI 49085 • United States
4675 32Nd Avenue Suite 2, Hudsonville, MI 49426 • United States
251 N. Rose St, Ste 200, Kalamazoo, MI 49007 • United States
3555 Park Place West Suite 300, Mishawaka, IN 46545 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities Service Network | Caledonia | MI | 02/2011 | 09/2020 |
| Securities America, Inc. | Hudsonville | MI | 09/2020 | 12/2022 |
| Securities America Advisors, Inc. | Hudsonville | MI | 09/2020 | 12/2022 |
| Arbor Point Advisors | Hudsonville | MI | 09/2020 | 12/2022 |
| Lpl Financial Llc | Hudsonville | MI | 12/2022 | Present |
1)12/02/2022 - Vision Financial Advisory Corp - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2)11/30/2022 - Vision Financial Advisory, PC - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 01/2008 3)11/30/2022 - Vision Financial - Non-Variable Insurance - Inv Rel - At Reported Business Location(s) - Start: 01/2008 4)11/30/2022 - Notary - Inv Rel - State of MI - Start: 10/2002 5)12/02/2022 - VISION TAX PLANNING - Tax Prep/Accounting/CPA - Owner - At Reported Business Location(s) - Non-Inv Rel - Start: 01/2020
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-07-14 |
| S63 | Uniform Securities Agent State Law Examination | 2000-09-15 |
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