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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-04-06 |
Branch Locations
Grand Rapids, MI • United States
Grand Rapids, MI • 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 |
|---|---|---|---|---|
| Sweetman Advisory Services Llc | Grand Rapids | MI | 10/2013 | Present |
| Lpl Enterprise | Grand Rapids | MI | 01/2025 | 03/2026 |
| Lpl Financial | Grand Rapids | MI | 04/2026 | Present |
1. 04/2026 - Sweetman Advisory Services - Tax Prep/Accounting/CPA - Inv Related - 160 Hour(s)/Month - 160 Hour(s) During Trading - Grand Rapids, MI, 49546 - OBA Start Date: 10/01/2013
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-02-13 |
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