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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2023-12-13
  • MI RA
    APPROVED
    Since 2023-12-13

Branch Locations

123 E. Main Ave., Zeeland, MI 49464-1768 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Zeeland MI 07/2023 Present
Captrust Holland MI 06/2022 08/2022
Calvin Nexus Grand Rapids MI 08/2021 05/2023
Kalamazoo Country Club Kalamazoo MI 06/2016 08/2020
Batts Painting Kalamazoo MI 06/2018 09/2021
Kalamazoo Christian High School Kalamazoo MI 08/2015 05/2019
  • 07/2023 → Present
    Zeeland, MI
  • 06/2022 → 08/2022
    Captrust
    Holland, MI
  • 08/2021 → 05/2023
    Calvin Nexus
    Grand Rapids, MI
  • 06/2016 → 08/2020
    Kalamazoo Country Club
    Kalamazoo, MI
  • 06/2018 → 09/2021
    Batts Painting
    Kalamazoo, MI
  • 08/2015 → 05/2019
    Kalamazoo Christian High School
    Kalamazoo, MI
Other Businesses

1) 07/17/2023 - Koele Godfrey Investment Group, Inc. - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s).

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-12-11
  • S66 Uniform Combined State Law Examination
    2023-12-11

View on SEC IAPD

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