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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2019-08-01 |
Branch Locations
650 W 5Th St, Clare, MI 48617 • United States
600 W Wackerly, Midland, MI 48640 • United States
4490 E Bluegrass Rd, Mt Pleasant, MI 48858 • United States
201 E 7Th St, Evart, MI 49631 • United States
4429 Brenton Rd Se, Grand Rapids, MI 49508 • United States
195 Chicago Dr, Jenison, MI 49428 • 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 |
|---|---|---|---|---|
| Great Lakes Sporting Goods Llc | Alto | MI | 05/2012 | Present |
| The Huntington Investment Company | Columbus | OH | 04/2015 | 08/2018 |
| Huntington National Bank | Lowell | MI | 12/2017 | 08/2018 |
| The Huntington Investment Company | Grand Rapids | MI | 08/2018 | 05/2019 |
| Members First Credit Union | Grand Rapids | MI | 08/2019 | Present |
| Lpl Financial Llc | Grand Rapids | MI | 08/2019 | Present |
1)8/1/19- Members First Investment Services- DBA for LPL Business (entity for LPL business)- Inv. Related- at reported business location(s)- 100% 2)8/1/19- GREAT LAKES SPORTING GOODS LLC- Owner - Non-Inv. Related- Alto, MI- start date 6/1/2012- 1hr/mth - 1% 3)8/1/19- Notary - Inv. Related- Alto, MI- start date 6/24/2018- 1hr/mth -1% 4)11/3/2020 - Middle Lake Vacations LLC - Investment Related - Hastings, MI 49058 - Real Estate Rental - Start Date: 11/6/2020 - 4 Hours Per Month/0 Hours During Securities Trading - Rent our lake house.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-10-14 |
| S63 | Uniform Securities Agent State Law Examination | 1993-06-04 |
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