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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 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc | Kentwood | MI | 07/2009 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Belmont | MI | 10/2009 | 07/2021 |
| Priority Dispatch | Grand Rapids | MI | 09/2017 | 02/2018 |
| Bridgepoint Wealth Management (Dba) | Grand Rapids | MI | 09/2017 | 07/2021 |
| Matthew Cinco | Grand Rapids | MI | 10/2017 | 07/2021 |
| Joel Hyde | Grand Rapids | MI | 10/2009 | 10/2017 |
| Lpl Financial Llc | Kentwood | MI | 07/2021 | Present |
1) 10/2017- Bridgepoint Wealth Management- DBA for LPL Business (entity for LPL business)- inv. related- Kentwood, MI 2) 11/08/2022 - Bopra Investment Management - Not Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Start Date: 01/01/2023 - 4 Hours Per Month/4 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-08-26 |
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