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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-05-21 |
Branch Locations
1600 E Beltline Ave Ne Ste 216, Grand Rapids, MI 49525 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sii | Grandville | MI | 07/2017 | 11/2018 |
| Royal Securities Company | Grandville | MI | 04/2015 | 07/2017 |
| Grand Rapids Christian Schools | Grand Rapids | MI | 12/2013 | 03/2022 |
| Royal Alliance Associates, Inc. | Grandville | MI | 11/2018 | 05/2024 |
| Waypointe Wealth Advisors | Grand Rapids | MI | 05/2024 | Present |
| Lpl Financial | Grand Rapids | MI | 05/2024 | Present |
1) 05/2024 - Waypointe Wealth Advisors - DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) - 160hrs/month - 100% time spent 2) 07/17/2024 - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 06/18/2024 - 5 Hours Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-28 |
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