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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-05-15 |
Branch Locations
3869 Plainfield Avenue Ne, Grand Rapids, MI 49525 • United States
4350 44Th Street, Grandville, MI 49418 • United States
5575 28Th Street, Se, Grand Rapids, MI 49512 • United States
220 54Th St Sw, Grand Rapids, MI 49548 • United States
6770 Kalamazoo Ave, Se, Caledonia, MI 49316 • United States
272 Wilson Avenue Nw, Walker, MI 49534 • United States
1835 Se Breton, Grand Rapids, MI 49506 • United States
503 E. Division St Ne, Rockford, MI 49341 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Planning Services | Colorado Springs | CO | 02/2017 | 06/2018 |
| Usaa Financial Advisors Inc | Colorado Springs | CO | 02/2017 | 06/2018 |
| Dan Lewis State Farm Agency | Colorado Springs | CO | 05/2016 | 02/2017 |
| Usaa Investment Management Company | San Antonio | TX | 02/2017 | 06/2018 |
| Wells Fargo Clearing Services Llc | Colorado Springs | CO | 07/2018 | 06/2020 |
| Fidelity | Grand Rapids | MI | 06/2020 | 12/2022 |
| Cuso Financial Services, Lp | San Diego | CA | 12/2022 | 05/2025 |
| Consumers Credit Union | Grand Rapids | MI | 12/2022 | Present |
| Lpl Financial Llc | Caledonia | MI | 05/2025 | Present |
1. 03/05/2026- Investment products and services are offered through LPL Financial LLC using the DBA/trade name Consumers Investment Services - DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 04/29/2025- 160 Hours Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-08-28 |
| S63 | Uniform Securities Agent State Law Examination | 2017-04-26 |
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