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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-05-15 |
Branch Locations
12705 Riley Street Holland,, Holland, MI 49424 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuso Financial Services, Lp | San Diego | CA | 03/2024 | 05/2025 |
| Davenport University | Grand Rapids | MI | 05/2021 | 03/2024 |
| Morgan Stanley Financial Advisors | Grand Rapids Michigan | MI | 08/2021 | 01/2022 |
| Magna Mirrors | Holland | MI | 03/2011 | 05/2021 |
| Consumers Credit Union | Holland | MI | 03/2024 | Present |
| Lpl Financial Llc | Holland | MI | 05/2025 | Present |
1- 03/05/2026 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Consumers Investment Services - Investment Related - At Reported Business Location(s) - Start Date 06/03/2025 - 120 hours per month/ 8 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-03 |
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