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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2023-09-05 |
| TX | RA | APPROVED_RES | 2023-05-02 |
| MI | RA | APPROVED | 2022-12-07 |
Branch Locations
3555 Park Place West Suite 300, Mishawaka, IN 46545 • United States
4675 32Nd Avenue Suite 2, Hudsonville, MI 49426 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Grand Valley State University | Allendale | MI | 08/2017 | 05/2021 |
| Focused Tax Solutions | Hudsonville | MI | 01/2019 | 12/2021 |
| Grasscutters Landscape | Caledonia | MI | 06/2017 | 08/2018 |
| Calvin Klien | Byron Center | MI | 06/2015 | 03/2017 |
| Securities America, Inc. | Hudsonville | MI | 09/2020 | 12/2022 |
| Securities America Advisors | Hudsonville | MI | 05/2021 | 12/2022 |
| Lpl Financial Llc | St. Joseph | MI | 12/2022 | Present |
1) 12/07/2022- Vision Financial Advisory PC- DBA for LPL Business (entity for LPL business)- inv. related- At Reported Business Location(s) - Start Date 01/01/2019 - 32 Hours Per Month/ During Trading. 2) 12/07/2022- Vision Financial Advisory Corp - DBA for LPL Business (entity for LPL business)- inv. related- At Reported Business Location(s) - Start Date 12/2022 - 0 Hours Per Month/ 6 Hours During Trading. 3) 12/07/2022- VISION TAX PLANNING- Tax Prep/Accounting/CPA - Tax preparer- inv. related- At Reported Business Location(s) - Start Date 1/1/2019- 1 Hour Per Month/ During Trading 4) 08/12/2025 - EDGE GROUP ADVISORS PLLC - Investment Related - Non-Variable Insurance - At Reported Business Location(s) - Start Date 12/07/2022 - 2 Hours per Month/ During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-07 |
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