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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-08-05 |
Branch Locations
3033 Orchard Vista Dr Se Suite 304, Grand Rapids, MI 49546 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vanguard | Malvern | PA | 06/2021 | 07/2024 |
| Auto-Owners Insurance Co | Lansing | MI | 08/2017 | 06/2021 |
| Unemployed | Lyons | MI | 05/2017 | 08/2017 |
| National Futures Association | Chicago | IL | 06/2016 | 05/2017 |
| Lpl Financial | Grand Rapids | MI | 07/2024 | Present |
1 - 07/12/2024 - Riverbend Wealth Management Inc. - DBA for LPL Business (entity for LPL business) - Inv Related - At reported business location(s). 2- 09/29/2025- Cameron Bartlett LLC-Business Entity For Tax/Investment Purposes Only- Not INV Related- At Reported Business Location(s)-Start date 07/01/2024
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-03 |
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