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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-11-14 |
Branch Locations
3033 Orchard Vista Drive Suite 102, Grand Rapids, MI 49546 • United States
101 W Big Beaver Road Suite 705, Troy, MI 48084 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities, Llc. | Grand Rapids | MI | 05/2013 | 11/2024 |
| Prudential Insurance Company Of America | Grand Rapids | MI | 05/2013 | Present |
| Uber | Grand Rapids | MI | 12/2016 | Present |
| Lpl Enterprise, Llc | Grand Rapids | MI | 11/2024 | Present |
1)11/14/2024-Principal STD/LTD-Non-Variable Insurance-Agent-Inv related-At Grand Rapids, MI-Start date 12/01/2022-1hrs/mth-1hrs/mth during trading 2)03/31/2025-Northern Wealth Management-Business Entity For Tax/Investment Purposes Only-Owner-Inv related-At Grand Rapids, MI-Start date 03/14/2025-160hrs/mth-160hrs/mth during trading 3) 12/30/2025-Synergy Behavioral Health-Sold Long tem/Short term disability plan to this business-Non-Variable Insurance-Inv Related-At Grandville, MI-Start date 01/01/2026-1hrs/mth-1hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-03-15 |
| S63 | Uniform Securities Agent State Law Examination | 2013-08-09 |
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