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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-05-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sii | Grand Rapids | MI | 10/2013 | 11/2018 |
| Royal Alliance Associates, Inc. | Grand Rapids | MI | 11/2018 | 01/2019 |
| Sigma Financial Corporation | Ann Arbor | MI | 01/2019 | Present |
| Spc | Ann Arbor | MI | 01/2019 | Present |
| Lpl Financial Llc | Grand Rapids | MI | 05/2023 | Present |
1. 05/18/2023 - Upstream Investment Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) 2. 06/27/2023 - PERSPECTIVES ON THE WORLD CHRISTIAN MOVEMENT - Not Investment Related - Home Based - Teacher - Start Date 6/1/2010 - 1 Hour Per Month 3. 09/11/2024 - Act in a Fiduciary Capacity - Investment Related - At Reported Business Location(s) - Start Date 05/16/2024 - 1 Hour Per Month/ During Trading 4. 11/20/2025 - Two Fish Foundation - Outside/W-2 Employment - Ada, MI - Not Investment Related - Start Date 12/08/2025 - 1 hour per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-01-31 |
| S63 | Uniform Securities Agent State Law Examination | 2013-12-12 |
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