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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED | 2021-07-21 |
Branch Locations
2145 W Sherman Blvd, Norton Shores, MI 49441 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Muskegon | MI | 08/2011 | 07/2021 |
| Various Insurance Carriers For W & R Insurance Agencies | Ludington | MI | 01/2012 | 07/2021 |
| Cindie Jones | Muskegon | MI | 02/2012 | 07/2021 |
| Lpl Financial Llc | Norton Shores | MI | 07/2021 | Present |
1) 3/2021- ARGO Wealth Partners- DBA for LPL Business (entity for LPL business)- inv. related- Norton Shores, MI 2) 2011- ARGO Wealth Partners- Non-Variable Insurance- Agent- inv. related- Norton Shores, MI - 10hrs/mth 3) 10/27/2023 - Hein Consulting, LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - Home Based - Start Date 07/25/2023 - 2 Hours Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-01-25 |
| S63 | Uniform Securities Agent State Law Examination | 2006-09-22 |
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