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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-10-21 |
| TX | RA | APPROVED | 2024-10-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Regal Financial Group, Llc | Kentwood | MI | 03/2007 | 08/2018 |
| Regal Investment Advisors Llc | Kentwood | MI | 07/2010 | 08/2018 |
| Regulus Advisors, Llc | Kentwood | MI | 01/2015 | 08/2018 |
| Corecap Advisors | Southfield | MI | 08/2018 | 06/2021 |
| Corecap Investments | Southfield | MI | 08/2018 | 06/2021 |
| Brokers International Financial Services | Grand Rapids | MI | 06/2021 | 10/2024 |
| Lpl Financial | Grand Rapids | MI | 10/2024 | Present |
1. 10/08/2024- C3 Minerals- Business Entity For Tax/Investment Purposes Only- No Inv Rel- MI 49546- 5 Hrs Per Mnth- 1 Hr During Trading- Start Date 07/24/2024 2. 10/08/2024- Coughlin Wealth Management LLC- Non-Variable Insurance- MI 49546- Inv Rel- 5 Hrs Per Mnth- 2 Hr During Trading- Start Date 03/18/2008 3. 10/08/2024- Safari Land Company- Non-Profit Board Member- No Inv Rel- MI 48455- 5 Hrs Per Mnth- 2 Hr During Trading- Start Date 09/23/2024 4. 10/08/2024- V&L Hydrocarbons- For-Profit Board Member- No Inv Rel- MI 48883- 1 Hr Per Mnth- Start Date 09/15/2024 5. 01/01/2008- Coughlin Wealth Management LLC- DBA for LPL Business (entity for LPL business)- Inv Rel- At Reported Business Location (s) 6) 06/02/2025 - Moraine Land Company - Investment Related - For-Profit Board Member - At Reported Business Location (s) - Start Date:08/07/2025 - 4 Hr Per Mnth- 4 Hr During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-07-29 |
| S63 | Uniform Securities Agent State Law Examination | 1994-06-02 |
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