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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-08-24 |
Branch Locations
2025 E Beltline Se, Suite 205, Grand Rapids, MI 49546 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| America Group Wealth Management | Grand Rapids | MI | 01/2013 | Present |
| Lpl Financial | Grand Rapids | MI | 01/2013 | Present |
1)05/2023 - America Group wealth Management - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 01/2013 - 160 Hr/Mth
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-08-21 |
| S63 | Uniform Securities Agent State Law Examination | 2025-05-10 |
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