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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-01-02 |
| TX | RA | APPROVED_RES | 2025-12-01 |
Branch Locations
5070 Cascade Rd Se Ste 100, Grand Rapids, MI 49546 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
250 Monroe Ave Nw, Suite 400, Grand Rapids, MI 49503 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Grand Rapids | MI | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Grand Rapids | MI | 11/2016 | 05/2023 |
| Lpl Financial Llc | Grand Rapids | MI | 05/2023 | Present |
1) 5/2023 - ST BENEDICT PROPERTIES LLC; / Real Estate Rental / Not Investment Related / Grand Rapids, MI - Start date 02/15/2015 - 5 Hrs per month 2) 5/2023 - POD FINANCIAL, LLC / Business Entity For Tax/Investment Purposes Only / Not Investment Related / Grand Rapids, MI - Start date 02/15/2015 - 3) 5/2023 - Bridgewright Wealth Partners / 770 Kenmoor Ave SE, Suite 101, Grand Rapids, MI / Investment Related / Start date 05/18/2023 -
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-06-03 |
| S63 | Uniform Securities Agent State Law Examination | 1983-10-27 |
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