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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-11-14 |
| TX | RA | APPROVED_RES | 2024-11-14 |
Branch Locations
500 Cascade W Parkway Se Suite 220, Grand Rapid, MI 49546 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Paymaster Sales & Service | Austin | TX | 03/1983 | 11/2024 |
| Metropolitan Life Insurance Company | Grand Rapids | MI | 03/1991 | 11/2018 |
| Metlife Securities Inc. | Austin | TX | 03/1991 | 11/2018 |
| Massachusetts Mutual Life Insurance Company | Springfield | MA | 07/2016 | 11/2018 |
| Mml Investors Services, Llc | Grand Rapids | MI | 03/2017 | 11/2018 |
| Prudential Insurance Company Of America | Grand Rapids | MI | 11/2018 | Present |
| Pruco Securities, Llc. | Grand Rapids | MI | 11/2018 | 11/2024 |
| The Detmer Trust | Caledonia | MI | 04/2011 | 01/2021 |
| Lpl Enterprise, Llc | Grand Rapid | MI | 11/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-08-24 |
| S63 | Uniform Securities Agent State Law Examination | 1992-10-29 |
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