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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 |
| TX | RA | APPROVED | 2021-07-21 |
Branch Locations
4500 Cascade Rd Se Ste 204B, Grand Rapids, MI 49546 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed Inc | Grand Rapids | MI | 07/2015 | Present |
| Various Insurance Carriers For W & R Insurance Agencies | Grand Rapids | MI | 10/2015 | Present |
| Filling The Gap | Grand Rapids | MI | 01/2017 | 07/2017 |
| Trevor Shields | Grand Rapids | MI | 10/2016 | Present |
| Casual Friday Networking Group | Detroit | MI | 02/2017 | Present |
| Lpl Financial Llc | Grand Rapids | MI | 07/2021 | Present |
1. 2/13/2023 - Trevor Shields Consulting, L.L.C. - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date - 01/10/2023 - 160 Hours Per Month/160 Hours During Securities Trading 2. 05/16/2023 - No Business Name - Investment Related - Grand Rapids, MI - Real Estate Rental - Start Date 03/27/2023 - 10 Hours Per Month/ 0 Hours During Securities Trading 3. 02/05/2024 - Friendship Miles - Non-Profit Board Member - Not Investment Related - Home Based - Start Date 01/02/2024 - 5 Hours Per Month/ 0 Hours During Trading 4. 07/02/2024 - lululemon - Other - Independent Contractor - Ambassador - Not Investment Related - 1830 Breton Rd SE Suite 1880, Grand Rapids, MI 49506 - Start Date 06/01/2024 - 4 Hours Per Month/ 1 Hour During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-09-08 |
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