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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2020-03-02 |
Branch Locations
3790 30Th Street Southwest, Grandville, MI 49418 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Robert W. Baird And Co. Incorporated | Grand Rapids | MI | 09/2016 | 02/2020 |
| Lpl Financial Llc | Grand Rapids | MI | 03/2020 | Present |
1.03/02/2020; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Provisio Retirement Partners /; Investment Related; at Reported Business Location(s); Start Date 02/25/2020; hrs/mth; hrs during trading 2.02/25/2026; Second Wind Podcast; Radio/ TV/ Podcast; Not Investment Related; Grandville,MI; Start Date 02/23/2026; 3hrs/mth; 3hrs during trading 3.05/26/2026; Investment products and services are offered through LPL Financial LLC using the DBA/trade name StewardScope by Provisio Retirement Partners; Investment Related; at Reported Business Location(s); Start Date 05/13/2026; 144hrs/mth; 144hrs during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-11-30 |
| S63 | Uniform Securities Agent State Law Examination | 2013-08-09 |
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