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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-08-20 |
Branch Locations
352 12Th St Ste 12, Plainwell, MI 49080-1154 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Kalamazoo | MI | 08/2019 | 03/2022 |
| Louie's Trophy House | Kalamazoo | MI | 02/2019 | 08/2019 |
| Stafford-Smith, Inc. | Kalamazoo | MI | 10/2017 | 02/2019 |
| Allstate Insurance | Kalamazoo | MI | 08/2016 | 10/2017 |
| Louie's Trophy House | Kalamazoo | MI | 03/2022 | 12/2022 |
| Integra Auto Capital Llc | Schoolcraft | MI | 06/2022 | 12/2023 |
| Alien Car Care | Galesburg | MI | 02/2024 | 08/2024 |
| Fireside Financial Partners | Plainwell | MI | 08/2024 | Present |
| Lpl Financial Llc | Plainwell | MI | 08/2024 | Present |
1)04/11/2025 - Fireside Financial Partners - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start Date:04/16/2025 - 160 Hrs/Mth - 40 Hrs During Trading. 2) 04/23/2025 - Good Life Advisors, LLC - Investment Related - Registered Investment Advisor Hybrid - At Reported Business Location(s) - Start Date: 04/16/2025 - 160 Hrs/Mth - 40 Hrs During Trading.I provide administrative support to Good Life Advisors, LLC, an independent investment advisor firm. I started this business activity in 4/2025. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm¿s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3)04/23/2025 - (hybrid) Fireside Financial Partners - Investment Related - Registered Investment Advisor DBA - At Reported Business Location(s) - Start Date: 04/16/2025 - 160 Hrs/Mth - 40 Hrs During Trading. 4) 10/21/2025 - Fireside Insurance Planning - Investment Related - Non-Variable Insurance - At Reported Business Location(s) - Start Date:10/15/2025 - 5 Hrs/Mth - 5 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-12 |
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