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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2023-12-21
  • MI RA
    APPROVED
    Since 2023-12-21

Branch Locations

904 84Th Street Sw, Byron Center, MI 49315 • United States

496 Ada Dr Se Ste 103, Ada, MI 49301 • United States

7175 Broadmoor Se, Caledonia, MI 49316 • United States

951 Jackson St, Grand Haven, MI 49417 • United States

4100 32Nd Ave, Hudsonville, MI 49426 • United States

3493 West Shore Dr, Holland, MI 49424 • United States

675 68Th St Sw, Byron Center, MI 49315 • United States

16916 Robbins Rd, Grandhaven, MI 49417 • United States

4084 W. Centre Ave., Portage, MI 49024 • United States

2001 W Washington St, Greenville, MI 48838 • United States

435 S Westnedge, Kalamazoo, MI 49007 • United States

5430 State St, Saginaw, MI 48603 • United States

8630 E Main Ave, Zeeland, MI 49464 • United States

3650 N Us 31 S, Traverse City, MI 49684 • United States

35653 Dodge Park Dr, Sterling Heights, MI 48312 • United States

7409 Cotton Wood Dr., Jenison, MI 49428 • United States

34391 12 Mile Road, Farmington Hills, MI 48331 • United States

4560 Alpine Ave Nw, Grand Rapids, MI 49321 • United States

3810 Sparks Dr Se, Grand Rapids, MI 49546 • United States

1619 E. Mt. Garfield Rd, Muskegon, MI 49444 • United States

925 W Sherman Blvd, Muskegon, MI 49441 • United States

106 Grand St, Schoolcraft, MI 49087 • United States

5986 Meto-Way, Wyoming, MI 49519 • United States

19025 Newburgh Rd, Livonia, MI 48152 • United States

310 Lafayette Ave Se Ste 230, Grand Rapids, MI 49503 • United States

2350 West Main St, Lowell, MI 49331 • United States

3201 S State St, Ann Arbor, MI 48108 • United States

310 W Tienken Rd, Rochester Hills, MI 48306 • United States

1606 Holton Rd, North Muskegon, MI 49445 • United States

2720 Lake Michigan Dr Nw, Grand Rapids, MI 49504 • United States

2335 10 Mile Rd. Ne, Rockford, MI 49341 • United States

3326 Gull Rd, Kalamazoo, MI 49048 • United States

12409 Stafford St, Ravenna, MI 49451 • United States

6615 Highland Rd, White Lake, MI 48313 • United States

310 West Front St, Traverse City, MI 49684 • United States

677 E 8Th St, Holland, MI 49423 • United States

5453 Northland Dr Ne, Grand Rapids, MI 49525 • United States

5023 Michigan Drive, Allendale, MI 49401 • United States

2209 Plainfield Ave Ne, Grand Rapids, MI 49505 • United States

734 W. Long Lake Road, Troy, MI 48098 • United States

5701 28Th St. Se., Grand Rapids, MI 49546 • United States

2636 44T St Sw, Wyoming, MI 49519 • United States

6206 Kalamazoo Ave Se, Kentwood, MI 49508 • United States

342 Michigan St Ne, Grand Rapids, MI 49503 • United States

1820 Leonard Ne, Grand Rapids, MI 49505 • United States

3870 S Division Ave, Grand Rapids, MI 49548 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Grand Rapids MI 11/2022 Present
United Shore Professional Baseball League Utica MI 06/2022 09/2022
Aluminum Fabrication Corporation Kentwood MI 07/2021 01/2022
Ranir Llc Kentwood MI 05/2020 08/2020
Nike Inc Byron Center MI 05/2019 01/2020
Sekisui Voltec Llc Coldwater MI 05/2018 08/2018
Wojan Window & Door Corporation Coldwater MI 05/2017 08/2017
Unemployed Coldwater MI 08/2012 05/2017
Unemployed Allendale MI 08/2017 05/2018
Unemployed Allendale MI 08/2018 05/2019
Unemployed Allendale MI 01/2020 05/2020
Unemployed Allendale MI 08/2020 07/2021
Unemployed Allendale MI 01/2022 06/2022
Lake Michigan Credit Union Grand Rapids MI 11/2022 Present
  • 11/2022 → Present
    Grand Rapids, MI
  • 06/2022 → 09/2022
    United Shore Professional Baseball League
    Utica, MI
  • 07/2021 → 01/2022
    Aluminum Fabrication Corporation
    Kentwood, MI
  • 05/2020 → 08/2020
    Ranir Llc
    Kentwood, MI
  • 05/2019 → 01/2020
    Nike Inc
    Byron Center, MI
  • 05/2018 → 08/2018
    Sekisui Voltec Llc
    Coldwater, MI
  • 05/2017 → 08/2017
    Wojan Window & Door Corporation
    Coldwater, MI
  • 08/2012 → 05/2017
    Unemployed
    Coldwater, MI
  • 08/2017 → 05/2018
    Unemployed
    Allendale, MI
  • 08/2018 → 05/2019
    Unemployed
    Allendale, MI
  • 01/2020 → 05/2020
    Unemployed
    Allendale, MI
  • 08/2020 → 07/2021
    Unemployed
    Allendale, MI
  • 01/2022 → 06/2022
    Unemployed
    Allendale, MI
  • 11/2022 → Present
    Lake Michigan Credit Union
    Grand Rapids, MI
Other Businesses

1) 08/2023 - MaxWealth Management / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) 2) 08/06/2024 - Oceanview Life and Annuity Company - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 07/01/2024 - 5 Hours Per Month/ 1 Hour During Trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-12-20
  • S66 Uniform Combined State Law Examination
    2023-12-20

View on SEC IAPD

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