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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-07-30 |
| MI | RA | APPROVED | 2026-07-28 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
2725 Airview Blvd, Suite 204, Portage, MI 49002 • United States
15 Capital Ave Ne, Suite 104, Battle Creek, MI 49017 • United States
829 West Green Street, Marshall, MI 49068 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Harbour Investments, Inc | Madison | WI | 09/2012 | 07/2026 |
| Select Financial Group, Llc | Battle Creek | MI | 08/1987 | Present |
| Lpl Financial, Llc | Portage | MI | 07/2026 | Present |
| Marshall Community Credit Union | Portage | MI | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-10-19 |
| S63 | Uniform Securities Agent State Law Examination | 1987-09-04 |
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