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Kelli Ann Vandellen

LPl Financial LLC

Kentwood, MI

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2021-07-21
  • MI RA
    APPROVED
    Since 2021-07-21

Branch Locations

3635 29Th St Se, Kentwood, MI 49512 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Matthew Cinco, Waddell Grand Rapids MI 05/2014 07/2017
Waddell And Reed, Inc Kentwood MI 07/2017 07/2021
Matthew Cinco Grand Rapids MI 05/2014 07/2017
Chad Rayborn Grand Rapids MI 11/2017 07/2021
Matthew Cinco Grand Rapids MI 11/2017 07/2021
Jacquelyn Engel Grand Rapids MI 01/2018 07/2021
Matthew Cinco, Waddell & Reed Grand Rapids MI 05/2014 07/2017
Revivify Properties Grandville MI 12/2020 07/2021
Lpl Financial, Llc Kentwood MI 07/2021 Present
  • 05/2014 → 07/2017
    Matthew Cinco, Waddell
    Grand Rapids, MI
  • 07/2017 → 07/2021
    Waddell And Reed, Inc
    Kentwood, MI
  • 05/2014 → 07/2017
    Matthew Cinco
    Grand Rapids, MI
  • 11/2017 → 07/2021
    Chad Rayborn
    Grand Rapids, MI
  • 11/2017 → 07/2021
    Matthew Cinco
    Grand Rapids, MI
  • 01/2018 → 07/2021
    Jacquelyn Engel
    Grand Rapids, MI
  • 05/2014 → 07/2017
    Matthew Cinco, Waddell & Reed
    Grand Rapids, MI
  • 12/2020 → 07/2021
    Revivify Properties
    Grandville, MI
  • 07/2021 → Present
    Kentwood, MI
Previous Registrations
  • 2018-02-16 → 2021-07-21
    Waddell & Reed
    Grand Rapids, MI
    Hamden, CT
    Kentwood, MI
Other Businesses

1. 10/18/2021 - BridgePoint Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business).

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-02-16
  • S66 Uniform Combined State Law Examination
    2018-02-16
Other Names
  • Kelli Ann Marcusse

View on SEC IAPD

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