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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-11-08 |
Branch Locations
111 N Kidd St Ste 101, Ionia, MI 48846 • United States
2731 Breton Road Se, Grand Rapids, MI 49546 • United States
794 Pine St, Ste 220 Unit H, Muskegon, MI 49442 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Okemos | MI | 10/2010 | 01/2019 |
| Waddell & Reed Inc | Grand Rapids | MI | 10/2014 | 08/2017 |
| Various Insurance Carriers For W & R Insurance Agencies | Grand Rapids | MI | 10/2014 | 07/2021 |
| Kevin Gardenier | Grand Rapids | MI | 01/2018 | 01/2019 |
| Purposeful Wealth Strategies | Grand Rapids | MI | 08/2017 | 12/2018 |
| Waddell And Reed Inc | Grand Rapids | MI | 01/2019 | 07/2021 |
| Jesse Langschied | Grand Rapids | MI | 01/2019 | 07/2021 |
| Lpl Financial Llc | Ionia | MI | 07/2021 | Present |
1. 09/30/2022 - Langschied Financial - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 10/10/2022 - 40 Hours Per Month/40 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-11-06 |
| S63 | Uniform Securities Agent State Law Examination | 2011-02-08 |
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