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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2022-12-07 |
Branch Locations
4675 32Nd Avenue Suite 2, Hudsonville, MI 49426 • United States
4675 32Nd Avenue Suite 2, Hudsonville, MI 49426 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc. | Hudsonville | MI | 01/2021 | 11/2022 |
| Independence Realty | Hudsonville | MI | 06/2018 | Present |
| Calvin University | Grand Rapids | MI | 05/2016 | 05/2020 |
| New York Life | Grand Rapids | MI | 06/2019 | 09/2019 |
| Securities America Advisors | Hudsonville | MI | 03/2021 | 11/2022 |
| Nexa Mortgage, Llc | Chandler | AZ | 10/2021 | Present |
| Lpl Financial | Hudsonville | MI | 12/2022 | Present |
1-10/ 2021 / Vision Financial Advisory, PC / DBA for LPL Business (entity for LPL business) / INVESTMENT RELATED / HUDSONVILLE, MI 2- 10/2021 / Nexa Mortgage / Mortgage/Real Estate Services / INVESTMENT RELATED / CHANDLER, AZ 3- 06/2018 / Independence Realty / Mortgage/Real Estate Services / Real Estate Broker / INVESTMENT RELATED / HUDSONVILLE, MI 4- 01/2021 / Vision Financial Advisory Corp / DBA for LPL Business (entity for LPL business) / INVESTMENT RELATED / HUDSONVILLE, MI
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-03-12 |
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