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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2010-09-21 |
Branch Locations
660 Cascade W. Pkwy Se, #100, Grand Rapids, MI 49546 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Van Noord Tax & Accounting | Grandville | MI | 07/1987 | Present |
| Lpl Financial Llc | Grand Rapids | MI | 09/2009 | Present |
1. 08/03/2010 - Van Noord Tax & Accounting - Tax Prep/Accounting/CPA - 50% OF TIME - 50% TIME SPENT - Tax Preparation, Accounting 2. 10/26/2010 - First Mutual Investment Management, Inc. - INV REL - AT REPORTED LOCATION - DBA for LPL Business (entity for LPL business)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-08-27 |
| S63 | Uniform Securities Agent State Law Examination | 1994-11-10 |
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