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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-11-26 |
Branch Locations
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Clarkston | MI | 10/2012 | 09/2016 |
| Lpl Financial Llc | Macomb | MI | 09/2016 | Present |
1.9/13/16- GEP LLC Rental-Real Estate Rental-Inv. Related- Oscoda, MI- start date 4/1/12- 0% 2. 11/12/2019 - CAPSTONE WEALTH MANAGEMENT - Investment related - At reported business location(s) - DBA for LPL Business (entity for LPL business) - start date:11/05/2019 - 40 hrs/mo - 40 hrs during trading. 3. 12/05/2025 - CLEARVIEW WEALTH MANAGEMENT - DBA for LPL Business (entity for LPL business) - Investment Related - At reported Business Location(s) - Start Date 01/01/2026 - 40 hours per month/ 8 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-06-09 |
| S63 | Uniform Securities Agent State Law Examination | 1993-07-16 |
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