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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-04-22 |
| TX | RA | APPROVED | 2024-04-22 |
Branch Locations
36800 Woodward Ave, Suite 320, Bloomfield Hills, MI 48304 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Farmington Hills | MI | 11/2014 | 03/2020 |
| Ameriprise Financial Services, Llc | Bloomfield Hills | MI | 03/2020 | 04/2024 |
| Lpl Financial Llc | Bloomfield Hills | MI | 04/2024 | Present |
1) 03/04/2024 - Guardian Partners Wealth Management LLC - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 36 Hours per month. 2) 02/25/2025- No Business Name- Author of book- Not INV Related- At Bloomfield Hills, MI- Start date 02/10/2025- 1 Hour Per Month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-08-17 |
| S63 | Uniform Securities Agent State Law Examination | 1988-02-24 |
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