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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-04 |
| MI | RA | APPROVED | 2023-08-23 |
Branch Locations
3737 Lake Eastbrook Blvd Se Ste 201, Grand Rapids, MI 49546 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Saginaw Valley State University | Saginaw | MI | 05/2015 | 05/2017 |
| Hilltop Golf Course | Plymouth | MI | 05/2017 | 12/2017 |
| Davenport University | Grand Rapids | MI | 01/2018 | Present |
| Northwestern Mutual | Grand Rapids | MI | 06/2018 | 05/2019 |
| Huntington Bank | Holland | MI | 06/2019 | 04/2020 |
| Fifth Third Bank | Grandville | MI | 05/2020 | 07/2023 |
| Fifth Third Securities | Grandville | MI | 05/2022 | 07/2023 |
| Lpl Financial, Llc | Grandville | MI | 08/2023 | Present |
1) 06/27/2025 - Proverbs Financial - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:06/23/2025 - 40 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-01-20 |
| S63 | Uniform Securities Agent State Law Examination | 2022-11-14 |
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