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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-04-06 |
Branch Locations
3033 Orchard Vista Drive Suite 102, Grand Rapids, MI 49546 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usa Financial | Ada | MI | 07/2014 | 07/2021 |
| United Planners Financial Services | Scottsdale | AZ | 07/2021 | 05/2023 |
| Robert Wrona (Life & Health Insurance License) | Grand Rapids | MI | 12/2015 | 07/2021 |
| Regulus Financial Group, Llc | Kentwood | MI | 08/2024 | 06/2025 |
| Regal Investment Advisors, Llc | Kentwood | MI | 08/2024 | 06/2025 |
| Calvary Baptist Church | Greenville | MI | 06/2024 | 09/2024 |
| Calvary Baptist Church | Greenville | MI | 06/2025 | 11/2025 |
| Crouse Builders | Carson City | MI | 12/2025 | 03/2026 |
| Lpl Enterprise Llc | Grand Rapids | MI | 04/2026 | Present |
| Unemployed | Greenville | MI | 05/2023 | 06/2024 |
1. 04/01/2026 - Robert Wrona N/A Non-Variable Insurance - Non-Variable Insurance/Insurance Agency - Investment related - Greenville MI - OBA start date; 03/27/2026 - 160 Hrs/Mth - 160 Hrs During Trading 2. 04/01/2026 - Prudential Advisors - DBA for LPL Business (entity for LPL business) - Investment related - Greenville MI - OBA start date; 03/27/2026 - 160 Hrs/Mth - 160 Hrs During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-09-02 |
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