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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-02-20 |
| MI | RA | APPROVED | 2021-12-09 |
Branch Locations
607 Cascade W Parkway Se, Grand Rapids, MI 49546 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America Inc | Grand Rapids | MI | 04/2016 | 12/2021 |
| Securities America Advisors | Grand Rapids | MI | 04/2016 | 12/2021 |
| Lpl Financial, Llc | Jenison | MI | 12/2021 | Present |
1) 12/2021 - Business Entity For Tax/Investment Purposes Only - BOONSTRA FINANCIAL LLC - Not Investment Related - 1% - Grand Rapids, MI 49525 2) 12/2021 - Other - FIVE LAKES FIREARMS LLC - Not Investment Related - 5% - Jenison, MI 49428 3)1/4/2022 - Mosaic Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 1/4/2022 - 40 Hours Per Month/30 Hours During Securities Trading. 4) 3/30/2023 - No Business Name - Investment Related - Ada, MI 49301 - Real Estate Rental - Start Date - 03/15/2023 - 0 Hours Per Month/0 Hours During Securities Trading 5) 09/12/2024 - Mosaic Ventures, LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date 09/05/2024 - 1 Hour Per Month/ During Trading 6) 12/04/2025 - Midwest Coast Tax Advisors LLC - Tax Prep/Accounting/CPA - Investment Related - At Reported Business Location(s) - Start Date 11/21/2025 - 0 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-02-23 |
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