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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2010-08-06 |
| TX | RA | APPROVED_RES | 2009-09-08 |
Branch Locations
660 Cascade W. Pkwy Se, #100, Grand Rapids, MI 49546 • United States
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 |
|---|---|---|---|---|
| Lpl Financial Llc | Grand Rapids | MI | 09/2009 | Present |
(1) 03/01/2010 - DBA ONLY - FIRST MUTUAL INVESTMENT MANAGEMENT, INC - GRAND RAPIDS, MI (2) 12/19/2013 - NOTARY PUBLIC - TIME SPENT 5% - GRAND RAPISS, MI
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-01-22 |
| S63 | Uniform Securities Agent State Law Examination | 1979-12-28 |
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