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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-05-15 |
| TX | RA | APPROVED_RES | 2025-05-15 |
Branch Locations
6935 S Cedar St, Lansing, MI 48911 • United States
6081 B Drive, Battle Creek, MI 49014 • United States
1511 W Centre, Portage, MI 49024 • United States
5018 West Main Street, Kalamazoo, MI 49009 • United States
7200 Elm Valley Dr, Kalamazoo, MI 49009 • United States
829 East Chicago Street, Coldwater, MI 49036 • United States
1065 West Milham Avenue, Portage, MI 49024 • United States
2305 Lake Lansing Road, Lansing, MI 48912 • United States
5940 Gull Road, Kalamazoo, MI 49048 • United States
3140 Oakland Drive, Kalamazoo, MI 49008 • United States
809 N Marketplace Blvd, Lansing, MI 48917 • United States
56109 S Main Street, Mattawan, MI 49071 • United States
4023 Portage Road Kalamazoo, Kalamazoo, MI 49001 • United States
6699 West Main Street, Kalamazoo, MI 49009 • United States
2763 East Grand River Avenue, East Lansing, MI 48823 • United States
1835 Se Breton, Grand Rapids, MI 49506 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Consumers Credit Union | Oshtemo | MI | 01/2015 | 06/2025 |
| Cuso Financial Services, Lp | San Diego | CA | 01/2015 | 06/2025 |
| Lpl Financial Llc | Lansing | MI | 05/2025 | Present |
1. Consumers Investment Services (CIS)- DBA for LPL Business (entity for LPL business)- Inv Rel- At Reported Business Location (s)- 160 Hrs Per Mnth/Trading- Start Date 04/29/2025
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2011-11-22 |
| S65 | Uniform Investment Adviser Law Examination | 2010-09-29 |
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