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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2022-12-07 |
| TX | RA | APPROVED | 2022-12-07 |
Branch Locations
3555 Park Pl W Ste 300, Mishawaka, IN 46545-3587 • United States
3555 Park Place West Suite 300, Mishawaka, IN 46545 • United States
4675 32Nd Avenue Suite 2, Hudsonville, MI 49426-8012 • United States
4675 32Nd Avenue Suite 2, Hudsonville, MI 49426 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities Service Network, Inc. | Mishawaka | IN | 08/2013 | 09/2020 |
| Securities America, Inc. | Mishawaka | IN | 09/2020 | 11/2022 |
| Securities America Advisors, Inc. | Mishawaka | IN | 09/2020 | 11/2022 |
| Lpl Financial Llc | Mishawaka | IN | 12/2022 | Present |
1.12/07/2022; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Vision Financial Advisory Corp; Investment Related; at Reported Business Location(s); Start Date 08/01/2016; 150hrs/mth; 35hrs during trading 2.08/20/2026; LAIDIG FINANCIAL LLC; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date 01/01/2019; 1hrs/mth; 0hrs during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-08-24 |
| S63 | Uniform Securities Agent State Law Examination | 2014-04-09 |
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