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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2021-08-22 |
Branch Locations
4050 Lake Dr Se, Grand Rapids, MI 49546 • United States
496 Ada Dr Se Ste 103, Ada, MI 49301 • United States
5453 Northland Dr Ne, Grand Rapids, MI 49525 • United States
925 W Sherman Blvd, Muskegon, MI 49441 • United States
106 Grand St, Schoolcraft, MI 49087 • United States
1606 Holton Rd, North Muskegon, MI 49445 • United States
19025 Newburgh Rd, Livonia, MI 48152 • United States
310 West Front St, Traverse City, MI 49684 • United States
310 W Tienken Rd, Rochester Hills, MI 48306 • United States
5986 Meto-Way, Wyoming, MI 49519 • United States
12409 Stafford St, Ravenna, MI 49451 • United States
2001 W Washington St, Greenville, MI 48838 • United States
7175 Broadmoor Se, Caledonia, MI 49316 • United States
5701 28Th St. Se., Grand Rapids, MI 49546 • United States
4560 Alpine Ave Nw, Grand Rapids, MI 49321 • United States
951 Jackson St, Grand Haven, MI 49417 • United States
3810 Sparks Dr Se, Grand Rapids, MI 49546 • United States
310 Lafayette Ave Se Ste 230, Grand Rapids, MI 49503 • United States
435 S Westnedge, Kalamazoo, MI 49007 • United States
3201 S State St, Ann Arbor, MI 48108 • United States
3493 West Shore Dr, Holland, MI 49424 • United States
5023 Michigan Drive, Allendale, MI 49401 • United States
3326 Gull Rd, Kalamazoo, MI 49048 • United States
4084 W. Centre Ave., Portage, MI 49024 • United States
3650 N Us 31 S, Traverse City, MI 49684 • United States
35653 Dodge Park Dr, Sterling Heights, MI 48312 • United States
1606 Holton Rd, North Muskegon, MI 49445 • United States
1820 Leonard Ne, Grand Rapids, MI 49505 • United States
2636 44T St Sw, Wyoming, MI 49519 • United States
2335 10 Mile Rd. Ne, Rockford, MI 49341 • United States
2720 Lake Michigan Dr Nw, Grand Rapids, MI 49504 • United States
3870 S Division Ave, Grand Rapids, MI 49548 • United States
1619 E. Mt. Garfield Rd, Muskegon, MI 49444 • United States
6615 Highland Rd, White Lake, MI 48313 • United States
2209 Plainfield Ave Ne, Grand Rapids, MI 49505 • United States
675 68Th St Sw, Byron Center, MI 49315 • United States
677 E 8Th St, Holland, MI 49423 • United States
496 Ada Dr Se Ste 103, Ada, MI 49301 • United States
6206 Kalamazoo Ave Se, Kentwood, MI 49508 • United States
342 Michigan St Ne, Grand Rapids, MI 49503 • United States
34391 12 Mile Road, Farmington Hills, MI 48331 • United States
2350 West Main St, Lowell, MI 49331 • United States
3493 West Shore Dr, Holland, MI 49424 • United States
16916 Robbins Rd, Grandhaven, MI 49417 • United States
734 W. Long Lake Road, Troy, MI 48098 • United States
4100 32Nd Ave, Hudsonville, MI 49426 • United States
7409 Cotton Wood Dr., Jenison, MI 49428 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sysco | Grand Rapids | MI | 05/2019 | 08/2019 |
| Maxwealth Management At Lake Michigan Credit Union | Grand Rapids | MI | 06/2020 | 08/2020 |
| Lpl Financial Llc | Grand Rapids | MI | 03/2021 | Present |
| Michigan State University | East Lansing | MI | 08/2016 | 06/2021 |
| Maxwealth Management At Lake Michigan Credit Union | Grand Rapids | MI | 03/2021 | Present |
1) 7/2021- Lake Michigan Investment Services- DBA for LPL Business (entity for LPL business)- Inv. Related- at reported business location(s) 2) 08/27/2021 - MAXWEALTH MANAGEMENT - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 07/12/2021 - 160 Hours Per Month/160 Hours During Securities Trading. 3) 06/16/2025 - OceanView, Aspida, American Equity - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date:07/26/2022 - 5 Hrs/Mth - 1 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-08-20 |
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