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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-11-05 |
Branch Locations
4605 S Old Us Highway 23, Brighton, MI 48114 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Manhattan | KS | 04/2016 | 07/2018 |
| Edward Jones | St. Louis | MO | 09/2019 | 01/2025 |
| Ameriprise Financial Services, Inc. | Grand Rapids | MI | 08/2018 | 09/2019 |
| Unemployed | Jenison | MI | 01/2025 | 11/2025 |
| Lpl Financial Llc | Brighton | MI | 11/2025 | Present |
| Lake Trust Credit Union | Brighton | MI | 11/2025 | Present |
1. "Investment products and services are offered through LPL Financial LLC using the DBA/trade name Lake Trust Financial Life Planning - Inv Rel - At Reported Business Location (s) - Start Date :10/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-07-12 |
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