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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-05-22 |
| MI | RA | APPROVED | 2024-02-01 |
Branch Locations
1969 44Th Street Se, Grand Rapids, MI 49508 • United States
4585 Alpine Ave. Nw, Comstock Park, MI 49321 • United States
15386 S Helmer Rd, Battle Creek, MI 49015 • United States
2829 Niles Ave, St Joseph, MI 49085 • United States
760 S Us-131 Ste 1, Three Rivers, MI 49093 • United States
6560 W Main St, Kalamazoo, MI 49009 • United States
4585 Alpine Ave Nw, Comstock Park, MI 49321 • United States
4555 Canal Ave Sw, Grandville, MI 49418 • United States
6560 W Main St, Kalamazoo, MI 49009 • United States
17250 Hayes St, Grand Haven, MI 49417 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
4364 Lake Michigan Dr Nw, Grand Rapids, MI 49534 • United States
3205 28Th St. Se, Grand Rapids, MI 49512 • United States
147 N. River Ave., Holland, MI 49424 • United States
4555 Canal Ave. Sw, Grandville, MI 49418 • United States
475 Romence Rd., Portage, MI 49024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Flagstar Bank | Grand Rapids | MI | 12/2011 | Present |
| Infinex Investments, Inc. | Comstock Park | MI | 07/2016 | 01/2024 |
| Lpl Financial Llc | Grand Rapids | MI | 02/2024 | Present |
1) 11/2023 - Flagstar Wealth Services - DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-10-29 |
| S63 | Uniform Securities Agent State Law Examination | 2005-11-08 |
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