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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-11-10 |
Branch Locations
12409 Stafford St, Ravenna, MI 49451 • United States
332 W Main St, Brighton, MI 48116 • United States
2024 Celebration Dr Ne, Grand Rapids, MI 49525 • United States
496 Ada Dr Se Ste 103, Ada, MI 49301 • United States
8630 E Main Ave, Zeeland, MI 49464 • United States
4560 Alpine Ave Nw, Grand Rapids, MI 49321 • United States
6206 Kalamazoo Ave Se, Kentwood, MI 49508 • United States
7175 Broadmoor Se, Caledonia, MI 49316 • United States
2636 44T St Sw, Wyoming, MI 49519 • United States
951 Jackson St, Grand Haven, MI 49417 • United States
3810 Sparks Dr Se, Grand Rapids, MI 49546 • United States
342 Michigan St Ne, Grand Rapids, MI 49503 • United States
310 West Front Street, Traverse City, MI 49684 • United States
3326 Gull Rd, Kalamazoo, MI 49048 • United States
5701 28Th St. Se., Grand Rapids, MI 49546 • United States
5453 Northland Dr Ne, Grand Rapids, MI 49525 • United States
2209 Plainfield Ave Ne, Grand Rapids, MI 49505 • United States
310 Lafayette Ave Se Ste 230, Grand Rapids, MI 49503 • United States
675 68Th St Sw, Byron Center, MI 49315 • United States
7409 Cotton Wood Dr., Jenison, MI 49428 • United States
2720 Lake Michigan Dr Nw, Grand Rapids, MI 49504 • United States
12409 Stafford St, Ravenna, MI 49451 • United States
5430 State St, Saginaw, MI 48603 • United States
310 W. Tienken Rd, Rochester Hills, MI 48306 • United States
1820 Leonard Ne, Grand Rapids, MI 49505 • United States
4100 32Nd Ave, Hudsonville, MI 49426 • United States
734 W. Long Lake Road, Troy, MI 48098 • United States
6615 Highland Rd, White Lake, MI 48313 • United States
2350 West Main Street, Lowell, MI 49331 • United States
34391 12 Mile Road, Farmington Hills, MI 48331 • United States
1619 E. Mt. Garfield Rd, Muskegon, MI 49444 • United States
5986 Meto-Way, Wyoming, MI 49519 • United States
3870 South Division Ave, Wyoming, MI 49548 • United States
925 W. Sherman Blvd, Muskegon, MI 49441 • United States
2335 10 Mile Road, Rockford, MI 49341 • United States
16916 Robbins Rd, Grandhaven, MI 49417 • United States
3493 West Shore Dr, Holland, MI 49424 • United States
143 Bostwick Ne, Grand Rapids, MI 49503 • United States
106 Grand St, Schoolcraft, MI 49087 • United States
435 S. Westnedge Ave, Kalamazoo, MI 49007 • United States
5023 Michigan Drive, Allendale, MI 49401 • United States
3201 S. State St, Ann Arbor, MI 48108 • United States
4084 W. Centre Ave., Portage, MI 49024 • United States
35653 Dodge Park Dr, Sterling Heights, MI 48312 • United States
2001 W Washington St, Greenville, MI 48838 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hantz Group | Grandville | MI | 09/2017 | 06/2019 |
| Walgreens | Jenison | MI | 06/2016 | 08/2017 |
| Lpl Financial Llc | Grand Rapids | MI | 07/2019 | Present |
| Lake Michigan Credit Union | Grand Rapids | MI | 06/2019 | Present |
1. 7/2/2019 - MAXWEALTH MANAGEMENT - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Time Spent 100%. 2. 8/29/2019 - No Business Name - Not Investment Related - Address is dependent upon school. - Other-Sports - Basketball Referee - Started 09/03/2019 - 10 Hours Per Month/0 Hours During Securities Trading - Basketball referee through MHSA. 3. 12/02/2019 - Uber Technologies Inc - Not investment related - Grand Rapids, MI - Uber - start date:12/6/2019 - 15 hrs/mo - 0 hrs during trading. 4. 1/22/2020 - Lyft, Inc. - Not Investment Related - Outside/W-2 Employment - Driver - Started 12/20/2019 - 10 Hours Per Month/0 Hour During Securities Trading. 5. 6/10/2021 - Oceanview Life and Annuity Company - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date: 6/9/2021 - 2 Hours Per Month/0 Hours During Securities Trading - Selling fixed annuities. 6. 11/24/2021 - Oceanview Life and Annuity Company - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date: 06/09/2021 - 2 Hours Per Month/0 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-27 |
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