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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-09-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Grand Rapids | MI | 12/2017 | 04/2019 |
| New York Life Insurance Company | Grand Rapids | MI | 09/2017 | 04/2019 |
| Harvey Lexus Of Grand Rapids | Grand Rapids | MI | 01/2017 | 08/2017 |
| Fox Hyundi Kia | Grand Rapids | MI | 09/2016 | 01/2017 |
| Unemployed | Grand Rapids | MI | 06/2016 | 09/2016 |
| Morgan Stanley Smith Barney Llc | Grand Rapids | MI | 08/2019 | 09/2025 |
| Unemployed | Grand Rapids | MI | 04/2019 | 08/2019 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 08/2019 | 09/2025 |
| Lpl Financial Llc | Grand Rapids | MI | 09/2025 | Present |
1. 09/2025 - Gold Sun Wealth Management - Non-Variable Insurance - Investment related - 16 Hrs/Mth - 04 Hrs During Trading - Grand Rapids, MI 49546 - OBA start date: 09/15/2025 2. 09/2025 - Gold Sun Wealth Management - DBA for LPL Business (entity for LPL business) - 160 Hrs/Mth - 40 Hrs During Trading - At Reported Business Location(s) -
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-17 |
| S63 | Uniform Securities Agent State Law Examination | 2018-02-15 |
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