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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2020-11-12 |
| TX | RA | APPROVED | 2020-11-12 |
Branch Locations
607 Cascade W Pkwy Se, Grand Rapids, MI 49546 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Grand Rapids | MI | 06/2009 | 11/2020 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 03/2018 | 11/2020 |
| Lpl Financial Llc | Ada | MI | 11/2020 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 03/2018 | 11/2020 |
1) 10/14/2020 - Mosaic Wealth Management - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 11/2020 2) 09/12/2024 - Mosaic Ventures, LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date 09/05/2024 - 2 Hours Per Month/ 0 Hours During Trading 3) 12/04/2025 - MIDWEST COAST TAX ADVISORS, LLC - Tax Prep/Accounting/CPA - Investment Related - At Reported Business Location(s) - Start Date 11/21/2025 - 0 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-10-03 |
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