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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2010-07-02 |
| FL | RA | APPROVED | 2005-08-03 |
Branch Locations
670 W. Randall St, Coopersville, MI 49404 • United States
Allendale, MI • 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 |
|---|---|---|---|---|
| Lpl Financial Llc | Allendale | MI | 07/2005 | Present |
1. 07/22/2005 - DBA ONLY - TOWNE & COUNTRY INVESTMENT SERVICES - COOPERSVILLE, MI. 2. 9/8/2005 - NON-VARIABLE INSURANCE - SALES OF FIXED ANNUITY-LIFE INSURANCE - COOPERSVILLE, MI. 3. 10/6/2005 - DBA ONLY - TOWNE & COUNTRY, INVESTMENT SERVICES - COOPERSVILLE, MI. 4. 12/19/2005 - OTHER-GROUP HEALTH INS - PROVIDING GROUP HEALTH INSURANCE TO CLIENTS. - TIME SPENT 5% - COOPERSVILLE, MI. 5. 4/1/2008 - OTHER-HEALTH INSURANCE - PROVIDE INDIVIDUAL HEALTH INSURANCE AND MEDICARE ADVANTAGE PRODUCTS TO INDIVIDUALS - TIME SPENT 5% - COOPERSVILLE, MI 6. 12/31/2014 - NOTARY - TIME SPENT 1 HOUR PER MONTH - COOPERSVILLE, MI 7. 03/08/2019 - Towne & Country, LLC - Investment related - At reported business location(s) - Business Entity For Tax/Investment Purposes Only - start date:08/19/2013 - 2 hrs/mo - 0 hrs during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-03-29 |
| S63 | Uniform Securities Agent State Law Examination | 1995-11-22 |
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