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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2026-01-05 |
| DC | RA | APPROVED | 2026-01-05 |
| KY | RA | APPROVED | 2026-01-05 |
| MI | RA | APPROVED | 2026-01-05 |
| MS | RA | APPROVED | 2026-01-05 |
| SC | RA | APPROVED | 2026-01-05 |
| WI | RA | APPROVED | 2026-01-05 |
| TX | RA | APPROVED_RES | 2021-07-21 |
Branch Locations
1600 E Beltline Ave Ne Ste 216, Grand Rapids, MI 49525 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sii | Grand Rapids | MI | 05/2015 | 11/2018 |
| Royal Alliance Associates, Inc. | Grand Rapids | MI | 11/2018 | 10/2020 |
| Waddell & Reed, Inc. | Grand Rapids | MI | 10/2020 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Grand Rapids | MI | 10/2020 | 07/2021 |
| Tucker Fahlen, Sole Proprietorship | Grand Rapids | MI | 12/2015 | 07/2021 |
| Cornerstone University Golf Coach | Grand Rapids | MI | 07/2018 | 07/2021 |
| Lpl Financial Llc | Muskegon | MI | 07/2021 | Present |
| Bcs Partners Llc Dba Embark Financial Partners | Muskegon | MI | 08/2022 | Present |
1- 09/2020 / None ¿ N/A / Other / Investment Related / Grand Rapids, MI 49525 2- 07/2021 / Rental / Other / 3898 Leonard St Grand Rapids, MI 49525 / Investment Related / Grand Rapids, MI 49525 3- 04/13/2023 - Fahlen Financial LLC - Not Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Start Date 04/01/2023 - 1 Hours Per Month/ 1 Hours During Securities Trading 4- 04/13/2023 - Fifteen Twenty-Two LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date 04/01/2023 - 1 Hours Per Month/ 0 Hours During Securities Trading 5- 07/24/2023 - Waypointe Wealth Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 07/07/2023 - 80 Hours Per Month/ 20 Hours During Trading 6- 12/05/2025 - Aimcor or Crumop - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 08/01/2021 - 5 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-07-31 |
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