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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-07-28 |
| TX | RA | APPROVED | 2026-07-28 |
Branch Locations
1315 Lansing Rd, Charlotte, MI 48813 • United States
2725 Airview Boulevard, Suite 204,, Portage, MI 49002 • United States
15 Capital Avenue Northeast, Suite 104,, Battle Creek, MI 49017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gasaway Investment Advisors, Inc. | Portage | MI | 05/2017 | 05/2020 |
| Olivet College | Olivet | MI | 08/2014 | 05/2017 |
| Olivet College | Olivet | MI | 08/2013 | 05/2017 |
| Harbour Investments, Inc. | Madison | WI | 07/2020 | 07/2026 |
| Select Financial Group, Llc. | Battle Creek | MI | 07/2020 | Present |
| Lpl Financial, Llc | Battle Creek | MI | 07/2026 | Present |
1. 07/2026 - Diversified Financial - DBA for LPL Business (entity for LPL business) - Inv Related – 160 Hour(s)/Month – 130 Hour(s) During Trading – At Reported business location(s) – OBA Start Date: 7/28/2026 2. 07/2026 - Preferred Financial Group, LLC. - DBA for LPL Business (entity for LPL business) - Inv Related – 160 Hour(s)/Month – 130 Hour(s) During Trading – Portage MI 49002 – OBA Start Date: 7/28/2026 3. 07/2026 - Select Financial Group, LLC. - Non-Variable Insurance - Inv Related – 15 Hour(s)/Month – 15 Hour(s) During Trading – Battle Creek MI 49017 – OBA Start Date: 06/01/2020 4. 07/2026 - Connor Bauserman - Notary - Inv Related – 1 Hour(s)/Month – 1 Hour(s) During Trading – Battle Creek MI 49017 – OBA Start Date: 11/12/2024
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-02-04 |
| S65 | Uniform Investment Adviser Law Examination | 2017-07-17 |
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