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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-07-21 |
| CO | RA | APPROVED | 2021-07-21 |
| FL | RA | APPROVED | 2021-07-21 |
| GA | RA | APPROVED | 2021-07-21 |
| IL | RA | APPROVED | 2021-07-21 |
| IN | RA | APPROVED | 2021-07-21 |
| MI | RA | APPROVED | 2021-07-21 |
| MO | RA | APPROVED | 2021-07-21 |
| NE | RA | APPROVED | 2021-07-21 |
| NJ | RA | APPROVED | 2021-07-21 |
| NM | RA | APPROVED | 2021-07-21 |
| NC | RA | APPROVED | 2021-07-21 |
| OH | RA | APPROVED | 2021-07-21 |
| SC | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED_RES | 2021-07-21 |
| UT | RA | APPROVED | 2021-07-21 |
| VA | RA | APPROVED | 2021-07-21 |
| WA | RA | APPROVED | 2021-07-21 |
| WI | RA | APPROVED | 2021-07-21 |
Branch Locations
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 |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Grandville | MI | 04/1994 | 07/2021 |
| Various Insurance Carriers For W & R Insurance Agencies | Grandville | MI | 08/1994 | 07/2021 |
| Bronx Bombers & Co., Llc | Grand Rapids | MI | 01/2012 | 07/2021 |
| 30Th Street Llc | Grandville | MI | 11/2015 | 07/2021 |
| Fairway Crc | Jenison | MI | 06/2016 | 05/2019 |
| Grandville Group Llc | Grandville | MI | 08/2017 | 07/2021 |
| 1300 Walker Llc | Grandville | MI | 09/2017 | 07/2021 |
| Mission French Africa | Grand Rapids | MI | 01/2018 | 07/2021 |
| Lpl Financial Llc | Grandville | MI | 07/2021 | Present |
1) 09/03/2021- 30th Street, LLC - Real Estate Rental - Owner - Inv Rel - Grandville, MI - Start: 10/2015 - 1 Hr/Mth 2) 09/03/2021 - Grandville Group - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 04/2021 3) 09/03/2021 - Non-Profit Board Member - Non-Inv Rel - Grand Rapids, MI - Start: 12/2017 - 2 Hr/Mth 4) 09/03/2021 - Plan It Financial Group - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 09/2017 - 1 Hr/Mth 5) 09/03/2021 - 1300 Walker LLC - Real Estate Rental - Co-Owners EDWARD POSTMA JR and GREG BOL - Inv Rel - Grandville, MI - Start: 09/2017 - 1 Hr/Mth 6) 08/24/2021 - Plan It Financial Group - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 04/2021 7) 12/22/2021 - Bronx Bomber & Co LLC - Investment Related - Byron Center, MI 49315 - Real Estate Rental - Start Date: 6/11/2021 - 1 Hours Per Month/0 Hours During Securities Trading - Leased to Hoekstra Companies. 8) 3/8/2023 - Postma Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 03/06/2023 - 160 Hours Per Month/120 Hours During Securities Trading 9) 11/04/2024 - Augestiner, LLC - Real Estate Rental - Investment Related - Grand Rapids, MI - Start Date 12/02/2024 - 1 Hour Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-04-04 |
| S63 | Uniform Securities Agent State Law Examination | 1994-07-01 |
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