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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-06-25 |
Branch Locations
401 Center St. , South Haven, MI 49090 • United States
12930 James St. Ste 110-C, Holland, MI 49424 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Huntington National Bank | Holland | MI | 08/2015 | 05/2019 |
| Fifth Third Bank | Holland | MI | 06/2019 | 06/2026 |
| Fifth Third Securities | Holland | MI | 06/2019 | 06/2026 |
| Lpl Financial Llc | Holland | MI | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-07-11 |
| S63 | Uniform Securities Agent State Law Examination | 2018-02-12 |
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