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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 | 2021-07-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Grandville | MI | 07/2009 | 07/2021 |
| Various Insurance Carriers For W & R Insurance Agencies | Jenison | MI | 12/2009 | 07/2021 |
| Machiela Consulting Llc | Grand Rapids | MI | 01/2014 | 03/2018 |
| Grandville Group Llc | Grandville | MI | 08/2017 | 07/2021 |
| Cottonwood Christian Reformed Church | Jenison | MI | 06/2016 | 05/2019 |
| Lpl Financial Llc | Grandville | MI | 07/2021 | Present |
1- 06/18/2021/ DBA for LPL Business (entity for LPL business) / Plan It Financial Group / Investment Related / Grandville, MI 49418 / Start Date:April 2021. 2. 03/01/2022 - MachWest LLC - Not Investment Related - Home Based - Other - LLC for hunting land - Owner - Start Date - 01/26/2022 - 1 Hours Per Month/0 Hours During Securities Trading. 3. 08/26/2025 - Wilson & 44th LLC - Investment Related - Real Estate Rental - Grandville, MI - Start Date 08/15/2025 - 5 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-05-13 |
| S63 | Uniform Securities Agent State Law Examination | 2009-12-11 |
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