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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-12-01 |
| MI | RA | APPROVED | 2024-11-14 |
Branch Locations
Bloomfield Hills, MI • United States
101 W Big Beaver Road Suite 705, Troy, MI 48084 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc | Auburn Hills | MI | 08/2017 | 12/2019 |
| Primerica Financial Services | Auburn Hills | MI | 05/2009 | 12/2019 |
| Wimcar Preferred Solutions, Llc | Detroit | MI | 01/2007 | Present |
| Great Point Capital, Llc | Chicago | IL | 01/2020 | 12/2020 |
| Pruco Securities Llc | Troy | MI | 04/2024 | 11/2024 |
| St Bernard Financial Services Inc | Russellville | AR | 04/2022 | 12/2022 |
| The Prudential Insurance Company Of America | Troy | MI | 05/2024 | Present |
| Lpl Enterprise, Llc | Troy | MI | 11/2024 | Present |
1) 09/06/2024 - Wimcar Preferred Solutions, L.L.C. - I specialize in preparing clients for specific professional qualifying assessments administered by regulatory bodies like the Financial Industry Regulatory Authority (FINRA) and the North American Securities Administrators Association (NASAA). My expertise extends to a comprehensive range of examinations, including FINRA's SIE, Series 7, Series 57, Series 6, and Series 24, as well as NASAA's Series 63, Series 65, and Series 66 - Business Owner - Inv Related - Troy, MI - Start Date 01/01/2007 - 20hrs/mth - 0hrs/mth During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-02-09 |
| S63 | Uniform Securities Agent State Law Examination | 1995-05-30 |
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