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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-08-31 |
Branch Locations
3033 Orchard Vista Drive Suite 102, Grand Rapids, MI 49546 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Northville | MI | 01/2016 | 12/2016 |
| Buddys Pizza | Plymouth | MI | 01/2017 | 12/2017 |
| Little Caesars | Northville | MI | 01/2018 | 12/2018 |
| Jet's Pizza | Novi | MI | 01/2019 | 12/2023 |
| Alliance Beverage Distribution | Grand Rapids | MI | 09/2024 | Present |
| Lpl Enterprise Llc | Grand Rapids | MI | 06/2026 | Present |
| Grand Valley State University | Grand Rapids | MI | 01/2024 | 09/2024 |
1. 06/03/2026 - Alliance Beverage Distribution - Outside/W-2 Employment - Grand Rapids MI - Not Inv Related – OBA Start Date: 09/01/2024 – 160 Hour(s)/Month – 140 Hour(s) During Trading 2 06/03/2026 - MATTHEW WALLA, N/A Non-Variable Insurance - Non-Variable Insurance/Insurance Agency - Wyoming MI - Inv Related - OBA Start date: 05/04/2026 - 160 Hour(s)/Month – 160 Hour(s) During Trading 3. 06/03/2026 - Prudential Advisors - DBA for LPL Business (entity for LPL business) - Wyoming MI - Inv Related – OBA Start Date: 05/04/2026 – 160 Hour(s)/Month – 160 Hour(s) During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-07-25 |
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