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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-10-21 |
| MI | RA | APPROVED | 2024-04-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Grand Rapids | MI | 11/2023 | Present |
| Hillsdale College | Hillsdale | MI | 08/2021 | 10/2023 |
| White Creek Lumber Llc | Cedar Springs | MI | 09/2016 | 12/2020 |
| Hillsdale College | Hillsdale | MI | 09/2017 | 05/2021 |
| Unemployed | Hillsdale | MI | 05/2021 | 07/2021 |
| Creative Technologies Academy | Cedar Springs | MI | 09/2013 | 05/2017 |
1- 02/2024 / Bridgepoint Wealth Management / DBA for LPL Business (entity for LPL business) / Investment Related / 80 hrs mth / 4 hrs during trading / At reported business location(s). 2- 02/2024 / Hillsdale College / Outside/W-2 Employment / Not Investment Related / 80 hrs mth / 0 hrs during trading 3- 07/02/2024 - Hansen Brokerage Services - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 06/17/2024 - 10 Hours Per Month/ 5 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-06 |
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