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Joshua Chase Overbeek

LPl Financial LLC

Grandville, MI

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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2021-08-27
  • MI RA
    APPROVED
    Since 2021-08-27

Branch Locations

3790 30Th St Sw, Grandville, MI 49418 • 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
Covenant Christian High School Walker MI 09/2014 05/2018
Davenport University Grand Rapids MI 09/2018 04/2021
The Mines Golf Course Grand Rapids MI 03/2017 11/2019
Provisio Retirement Partners Grand Rapids MI 03/2020 06/2021
Lpl Financial Grand Rapids MI 06/2021 08/2021
Lpl Financial Grand Rapids MI 08/2021 Present
  • 09/2014 → 05/2018
    Covenant Christian High School
    Walker, MI
  • 09/2018 → 04/2021
    Davenport University
    Grand Rapids, MI
  • 03/2017 → 11/2019
    The Mines Golf Course
    Grand Rapids, MI
  • 03/2020 → 06/2021
    Provisio Retirement Partners
    Grand Rapids, MI
  • 06/2021 → 08/2021
    Lpl Financial
    Grand Rapids, MI
  • 08/2021 → Present
    Lpl Financial
    Grand Rapids, MI
Other Businesses

1)07/2021 - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - PROVISIO RETIREMENT PARTNERS - INVESTMENT RELATED - GRAND RAPIDS, MI 49512

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-08-26
  • S66 Uniform Combined State Law Examination
    2021-08-26

View on SEC IAPD

Other Firms

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CETERA INVESTMENT ADVISERS LLC
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
STEWARDSHIP TRUST ADVISORS
HANTZ FINANCIAL SERVICES, INC.

Other Investors

DAVID GORDON MOELKER
JACOB I TUINSTRA
JOSHUA RUSSELL GEERTS
DANIEL WAYNE KALSBEEK
Austin Matthew Smith
PHILLIP A VEENSTRA
MICHAEL JOSE CARDENAS
Zachary Ebsch

Other Offices

LPL FINANCIAL LLC · GRANDVILLE, MI
STATE FARM INVESTMENT MANAGEMENT CORP. · Grandville, MI
LPL FINANCIAL LLC · GRANDVILLE, MI
LPL FINANCIAL LLC · GRANDVILLE, MI
EDWARD JONES · Grandville, MI
OSAIC WEALTH, INC. · GRANDVILLE, MI
J.P. MORGAN SECURITIES LLC · GRANDVILLE, MI
OSAIC WEALTH, INC. · GRANDVILLE, MI

More in Grandville, MI

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