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Megan Nicole Crofoot

LPl Financial LLC

Ada, MI

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2024-02-06
  • MI RA
    APPROVED
    Since 2024-02-06

Branch Locations

971 Spaulding Se, Ste C, Ada, MI 49301 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Comerica Securities, Inc. Grand Rapids MI 08/2016 02/2019
Beachbody Santa Monica CA 08/2018 09/2019
Comerica Securities Grand Rapids MI 03/2019 04/2021
Waddell & Reed Inc Kentwood MI 04/2021 07/2021
Paul Singer Cadillac MI 04/2021 07/2021
Mandie Dodgson Kentwood MI 04/2021 07/2021
Lpl Financial Llc Kentwood MI 07/2021 Present
  • 08/2016 → 02/2019
    Comerica Securities, Inc.
    Grand Rapids, MI
  • 08/2018 → 09/2019
    Beachbody
    Santa Monica, CA
  • 03/2019 → 04/2021
    Comerica Securities
    Grand Rapids, MI
  • 04/2021 → 07/2021
    Waddell & Reed Inc
    Kentwood, MI
  • 04/2021 → 07/2021
    Paul Singer
    Cadillac, MI
  • 04/2021 → 07/2021
    Mandie Dodgson
    Kentwood, MI
  • 07/2021 → Present
    Lpl Financial Llc
    Kentwood, MI
Previous Registrations
  • 2021-04-28 → 2021-07-21
    Waddell & Reed
    Kentwood, MI
    Hamden, CT
  • 2017-06-21 → 2021-04-19
    Comerica Securities
    Grand Rapids, MI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-06-20
  • S66 Uniform Combined State Law Examination
    2017-06-20
Other Names
  • Megan Nicole Reece

View on SEC IAPD

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James Nutter
SHAWN ROBERT WHITE
Amy Rene Fowler
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Troy D Augustat

Other Offices

J.P. MORGAN SECURITIES LLC · ADA, MI
IM WEALTH · ADA, MI
COMMONWEALTH FINANCIAL NETWORK · Ada, MI
EVERSOURCE WEALTH ADVISORS, LLC · Ada, MI
EDWARD JONES · ADA, MI
VALOR WEALTH GROUP, LLC · ADA, MI
RAYMOND JAMES & ASSOCIATES, INC. · Ada, MI
EDWARD JONES · ADA, MI

More in Ada, MI

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