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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED_RES | 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. | Kentwood | MI | 03/1995 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Grandville | MI | 05/1995 | 07/2021 |
| Cincowolf Llc | Grandville | MI | 11/2010 | 11/2020 |
| Gvsu Finance Advisory Board | Grand Rapids | MI | 03/2008 | 07/2021 |
| 3382 Wallace Llc | Grandville | MI | 07/2014 | 12/2019 |
| Revivity Properties Llc | Wyoming | MI | 01/2016 | 12/2016 |
| Bridgepoint Wealth Management (Dba) | Grand Rapids | MI | 09/2017 | 07/2021 |
| Cr & Associates, Llc | Grandville | MI | 10/2017 | 07/2021 |
| Mt5 Llc | Grandville | MI | 06/2018 | 07/2021 |
| 3635 29Th St. Se, Llc | Grandville | MI | 05/2019 | 07/2021 |
| Isagenix International | Grandville | WI | 06/2019 | 10/2020 |
| Barnabas Project Partners | Grand Rapids | MI | 01/2019 | 07/2021 |
| Lpl Financial Llc | Kentwood | MI | 07/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-04-27 |
| S63 | Uniform Securities Agent State Law Examination | 1995-04-10 |
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