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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-11-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Advia Credit Union | Kalamazoo | MI | 03/2024 | Present |
| Advia Credit Union | Kalamazoo | MI | 02/2023 | 03/2024 |
| Advia Credit Union | Kalamazoo | MI | 05/2022 | 02/2023 |
| Gamestop | Kalamazoo | MI | 11/2021 | 05/2022 |
| Spirit Of Halloween | Chicago | IL | 08/2021 | 11/2021 |
| Unemployed | Kalamazoo | MI | 05/2021 | 08/2021 |
| Kalamazoo College | Kalamazoo | MI | 08/2017 | 05/2021 |
| Kalamazoo Central High School | Kalamazoo | MI | 08/2013 | 08/2017 |
| Lpl Financial Llc | Kalamazoo | MI | 03/2024 | Present |
1 - 07/22/2024 - Advia Credit Union - Financial Institution Duty - Inv Related - 4 Hours/Month - MI 49009 - OBA Start Date: 05/09/2022. 2 - 07/22/2024 - Advia Credit Union - Notary - Inv Related - 1 Hour/Month - MI 49009 - OBA Start Date: 09/27/2022. 3- 06/09/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Advia Financial Advisors - Investment Related -At Reported Business Location(s) - Start Date:05/19/2025 - 160 Hrs/Mth - 6 Hrs During Trading. 4- 01/30/2026 - Advia Credit Union - Other - Medallion Signature Guarantor - Investment Related - At Reported Business Location(s) - Start Date 10/01/2023 - 1 hour per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-31 |
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