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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-03-03 |
| TX | RA | APPROVED_RES | 2020-09-02 |
| MI | RA | APPROVED | 2010-09-30 |
Branch Locations
5136 Cascade Rd Se., Ste 1B, Grand Rapids, MI 49546 • United States
3201 Portage Rd, Kalamazoo, MI 49001 • United States
5015 E Beltline Ave Ne, Grand Rapids, MI 49525-1195 • United States
5003 Century Ave, Kalamazoo, MI 49006 • United States
200 N. Maple Rd., Saline, MI 48176 • United States
2723 S State Street, Ste 210, Ann Arbor, MI 48104 • United States
7200 Dexter-Ann Arbor Road, Dexter, MI 48130 • United States
205 E. Chicago Blvd., Tecumseh, MI 49286 • United States
209 W Louis Glick Hwy Suite C, Jackson, MI 49201 • United States
140 Columbia Ave W, Battle Creek, MI 49015 • United States
Tecumseh, MI • United States
260 Tecumseh St, Dundee, MI 48131 • United States
205 W Grand River Ave, Brighton, MI 48116 • United States
331 W Main St, Hudson, MI 49247 • United States
111 E Main St, Manchester, MI 48158 • United States
201 S Main St Ste 100, Ann Arbor, MI 48104 • United States
Port Charlotte, FL • United States
1422 S Winter St, Adrian, MI 49221 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Ann Arbor | MI | 06/2005 | Present |
| Old National Bank | Ann Arbor | MI | 03/2007 | Present |
1.06/03/2020; Old National Bank; Financial Institution Duty; Investment Related; at Reported Business Location(s); Start Date 01/02/2020; 5hrs/mth; 5hrs during trading 2.11/03/2021; NONE; Real Estate Rental; Investment Related; Tecumseh,MI; Start Date 11/17/2021; 5hrs/mth; 0hrs during trading 3.11/10/2023; Old National Bank Corporation; Financial Institution Duty; Not Investment Related; at Reported Business Location(s); Start Date 10/05/2023; 5hrs/mth; 5hrs during trading 4.11/04/2024; Old National Bank; Financial Institution Duty; Not Investment Related; at Reported Business Location(s); Start Date 09/25/2024; 8hrs/mth; 1hrs during trading 5.04/02/2025; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Old National Wealth Advisors; Investment Related; at Reported Business Location(s); Start Date 04/02/2025; hrs/mth; hrs during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-08-30 |
| S63 | Uniform Securities Agent State Law Examination | 2007-07-03 |
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