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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-09 |
| MI | RA | APPROVED | 2025-03-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ups | Wyoming | MI | 08/2016 | 05/2017 |
| Pine Valley Camp | Ellwood City | PA | 05/2017 | 08/2017 |
| Ups | Wyoming | MI | 08/2017 | 02/2020 |
| Sun Title Agency | Grand Rapids | MI | 02/2020 | 02/2023 |
| Corporate Settlement Solutions | Wyoming | MI | 02/2023 | Present |
| Lpl Financial Llc | Kentwood | MI | 09/2024 | Present |
1- 09/2024 / Notary / Notary / Investment Related / 0 hours per mth/ 0 hours during trading / Start date: 02/16/2020 2- 09/2024 / Bridge Point Wealth Management / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mth / At reported business location(s) 3- 09/2024 / Corporate Settlement Solutions / Outside/W-2 Employment / Not Investment Related / 160 hrs mth / 40 hrs during trading / Cleveland, OH / Start date: 02/01/2023 4- 09/2024 / Austin Owens / Non- Variable Insurance / Non-Variable Insurance / 4 hrs mth / 1 hr during trading / Grand Rapids, Ml / Start date: 02/27/2024
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-08 |
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