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800 Port St Suite D, St Joseph, MI 49085 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-08-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Full-Time Education | Coloma | MI | 09/2010 | 06/2022 |
| Full-Time Education | Benton Harbor | MI | 09/2022 | 05/2024 |
| Full-Time Education | Allendale | MI | 01/2024 | 05/2026 |
| South Haven/Covert Koa Kampground | Covert | MI | 04/2018 | 10/2021 |
| Lpl Financial Llc | St Joseph | MI | 10/2022 | Present |
| Inx International | Homewood | IL | 05/2025 | 08/2025 |
1. 6/2026 - HARTWELL & COMPANY - DBA for LPL Business (entity for LPL business) - INV REL - 160 Hour(s)/Month – 130 Hour(s) During Trading - At Reported business location(s) - OBA Start date: 6/12/2026
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-07-13 |
| S65 | Uniform Investment Adviser Law Examination | 2022-08-29 |
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