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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-12-15 |
| MI | RA | APPROVED | 2010-05-18 |
Branch Locations
3280 E Beltline Ct Ne Ste 300, Grand Rapids, MI 49525-9747 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc. | Ada | MI | 02/2005 | Present |
| Picardy Wealth Management | Kentwood | MI | 02/2016 | Present |
1. 02/04/2005 - NON-VARIABLE INSURANCE - SELL FIXED LIFE, FIXED ANNUITIES & IND/GRP HEALTH INSURANCE. - KENTWOOD, MI. 2. 12/6/2005 - DBA ONLY - FORTUNE FINANCIAL SOLUTIONS - KENTWOOD, MI. 3. 1/18/2012 - NON-VARIABLE INSURANCE - LIGHTHOUSE GROUP - REFERRING PROPERTY & CASUALTY INSURANCE. NOT SELLING OUTSIDE OF LPL FINANCIAL. - TIME SPENT 0% - KENTWOOD, MI 4. 02/23/2016 * Picardy Wealth Management * DBA for LPL Business (entity for LPL business) * INV REL * AT REPORTED BUSINESS LOCATION(S) * START 02/12/2016 * 40 HRS/MO; 32 HRS/MO DURING SECS TRDG HRS. 5. 6/29/2017 - No Business Name - Not Investment Related - At Reported Business Location(s) - Other-Notary - Started 04/05/2012 - 1 Hours Per Month During Securities Trading - Notary Public. 6. 05/02/2019 - No business name - Investment related - 3280 East Beltline Court NE Ste. 300 Grand Rapids, MI 49525 - Real Estate Rental - start date:05/01/2019 - 0 hrs/mo - 0 hrs during trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2001-10-09 |
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