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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 | Grand Rapids | MI | 07/2013 | 07/2021 |
| Various Insurance Carriers For W & R Insurnace Agencies | Grandville | MI | 07/2013 | 07/2021 |
| Alger Heights Business Association | Grand Rapids | MI | 12/2013 | 01/2017 |
| Calvin College | Grand Rapids | MI | 10/2013 | 08/2017 |
| Vertrouwen Llc | Grand Rapids | MI | 02/2014 | 12/2017 |
| Grand Rapids Christian High School | Grand Rapids | MI | 01/2015 | 07/2021 |
| Volunteers In Service | Grand Rapids | MI | 01/2016 | 12/2018 |
| Brookside Church | Grand Rapids | MI | 05/2016 | 05/2019 |
| Brookside Crc | Grand Rapids | MI | 01/2017 | 07/2021 |
| Grandville Group Llc | Grandville | MI | 08/2017 | 07/2021 |
| Ncb Properties, Llc | Grandville | MI | 03/2021 | 07/2021 |
| Lpl Financial Llc | Grandville | MI | 07/2021 | Present |
1)08/24/2021 - DBA for LPL Business (entity for LPL business) / Plan It Financial Group, LLC / Investment Related / Grandville, MI 49418 - Start date: 04/1/2021 2) 12/16/2021 - DBA for LPL Business (entity for LPL business) / Plan It Financial Group / Investment Related / Grandville, MI 49418 - Start date: 4/2021 3) 12/16/2021 - Real Estate Rental / NCB Properties LLC / Investment Related / 3Hrs/Mo 0Hrs/Mo During Trading / 5139 Amanda Dr, SW Wyoming, MI 49418 - Start date: 03/2021 4) 12/16/2021 - Other-Non Profit / Brookside CRC - Financial Peace Through Dave Ramsey / 0Hrs/Mo During Trading / Grand Rapids, MI 49508 - Start date: 01/2017 5) 04/16/2024 - Other - Blog Website - Owner - Not Investment Related - Home Based - Start Date 03/05/2024 - 2 Hours per Month/ 0 Hours During Trading 6. 09/03/2025 - Wilson & 44th LLC - Real Estate Rental - Inv rel - Grandville, MI - Start date: 08/15/2025 - 5hrs/mnth 0hrs during Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-07-29 |
| S63 | Uniform Securities Agent State Law Examination | 2012-05-21 |
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