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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-07-09 |
Branch Locations
3444 E Lake Lansing Rd, East Lansing, MI 48823-1511 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Di Training | Grand Rapids | MI | 10/2021 | 03/2023 |
| Meadows Golf Course | Allandale | MI | 03/2021 | 10/2021 |
| Dick Sporting Goods | Grand Rapids | MI | 10/2020 | 03/2021 |
| Unemployed | East Lansing | MI | 09/2019 | 10/2020 |
| Hawk Hallow Golf | East Lansing | MI | 03/2019 | 09/2019 |
| Unemployed | East Lansing | MI | 09/2018 | 03/2019 |
| General Nartron Company | Okemos | MI | 05/2018 | 09/2018 |
| Hawk Hallow | East Lansing | MI | 03/2018 | 06/2018 |
| Full Time Student | St. Peter | MN | 01/2013 | 03/2018 |
| Sapphire Blue Investment Partners | Fenton | MI | 03/2023 | 07/2025 |
| Lpl Financial, Llc | East Lansing | MI | 07/2025 | Present |
1) 07/2025 - Upstream Investment Partners / DBA for LPL Business (entity for LPL business) Inv Related / At reported business location (s) - 160 hrs per month - 100% time spent 2) 07/2025 - Alex Rowe, Personal Trainer / Business Owner / Inv Related / East Lansing, MI 48823 / Start date 05/01/2023 - 32 hrs per month - 10% time spent
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-05 |
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