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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2010-07-06 |
Branch Locations
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Grandville | MI | 06/2005 | Present |
(1) 6/16/2005: DBA ONLY - WEST MICHIGAN WEALTH MANAGEMENT, LLC - GRANDVILLE, MI. (2) 12/2/2010: OTHER-LEASE SHARE - SUMMIT PROFESSIONAL BUSINESS SERVICES, LLC - MANAGING MEMBER OF SUMMIT PROFESSIONAL BUSINESS SERVICES (SPBS), LLC. SPBS IS THE MASTER TENANT FOR THE CURRENTLY LEASED OFFICE SPACE FOR WEST MICHIGAN WEALTH MANAGEMENT, LLC. SPBS COLLECT RENT AND OTHER EXPENSES FROM SUB-TENANTS. - TIME SPENT 1% - GRANDVILLE, MI. (3) 02/18/2014 - INSPHERE INSURANCE SOLUTIONS, INC - NON-VARIABLE INSURANCE - SALESMAN /INSURANCE AGENT FOR THE ABOVE LISTED INSURANCES THROUGH INSPHERE INSURANCE SOLUTIONS, INC. DBA HEALTH MARKETS. DUTIES INCLUDE INSURANCE SALES TO SMALL COMPANIES AND TO RETAIL CLIENTS. - TIME SPENT 20% - GRANDVILLE, MI
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 1990-07-30 |
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