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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-07-15 |
Branch Locations
3033 Orchard Vista Drive Suite 102, Grand Rapids, MI 49546 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Enterprise Holdings Inc | Grand Rapids | MI | 04/2017 | 04/2020 |
| Aerotek | Grand Rapids | MI | 02/2016 | 03/2017 |
| Unemployed | Grand Rapids | MI | 05/2020 | 09/2020 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 10/2020 | 02/2025 |
| Northwestern Mutual Investment Services Llc | Grand Rapids | MI | 09/2021 | 02/2025 |
| Grand Rapids Griffins Ice Crew | Grand Rapids | MI | 10/2022 | 02/2025 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 02/2023 | 02/2025 |
| Lpl Enterprise | Grand Rapids | MI | 02/2025 | 03/2025 |
| Lpl Enterprise | Grand Rapids | MI | 04/2025 | Present |
1. 03/31/2025 - Griffins Youth Foundation - Non-profit volunteer (not on board) - Non Inv Related - Grand Rapids, MI - Start Date 10/08/2021 - 6hrs/MTH 2. 03/31/2025-N/A Non-Variable Insurance-Non-Variable Insurance/Insurance Agency-Inv related-At Grand Rapids, MI-Start date 03/31/2025-160hrs/mth-160hrs/mth during trading 3. 03/31/2025-Prudential Advisors-DBA for LPL Business (entity for LPL business)-Inv related-At reported business location(s)-Start date 03/31/2025
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-31 |
| S63 | Uniform Securities Agent State Law Examination | 2022-09-23 |
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