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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-01-31 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bridgepoint Wealth Management | Kentwood | MI | 11/2021 | 11/2022 |
| Union Bank Of Michigan | Lake Odessa | MI | 05/2020 | 03/2022 |
| Blackford Capital | Grand Rapids | MI | 02/2020 | 04/2020 |
| Huntington National Bank | Grandville | MI | 12/2018 | 12/2019 |
| Huntington National Bank | Jenison | MI | 11/2017 | 12/2018 |
| Huntington National Bank | Jenison | MI | 05/2017 | 11/2017 |
| Grand Valley State University | Allendale | MI | 08/2016 | 04/2020 |
| Campus Dining | Allenadale | MI | 01/2017 | 03/2017 |
| Great Lakes Loons | Midland | MI | 03/2016 | 09/2016 |
| Derosha Model Yachts | Freeland | MI | 06/2010 | 09/2016 |
| Amazon | Caledonia | MI | 04/2020 | 05/2020 |
| Lpl Financial Llc | Kentwood | MI | 11/2021 | Present |
1- 06/2016 / Benjamin Capital LLC / Business Entity For Tax/Investment Purposes Only / Non Investment Related / Kentwood, MI 2-11/2020 / Summit Land Acquisitions LLC) / Business Entity For Tax/Investment Purposes Only / Non Investment Related / Grand Rapids, MI 3- 11/2022 / BridgePoint Wealth Management / DBA for LPL Business (entity for LPL business) / Investment Related / Kentwood, MI 4- 01/2019 / Notary / Investment Related / Kentwood, MI 5- 04/05/2024 - Hansen Brokerage Services, Inc - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 07/05/2023 - 5 Hours Per Month/ During Trading 6-03/12/2026-Doerner Financial Services Inc.-Owner-Business Entity For Tax/Investment Purposes Only-Not inv related-At Caledonia, MI-Start date 07/22/2025-160hrs/mth-160hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-27 |
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