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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-09-23 |
Branch Locations
7600 Grand River Rd, Suite 195, Brighton, MI 48114 • United States
7600 Grand River Rd, Suite 195, Brighton, MI 48116 • United States
10153 Grand River Rd, Brighton, MI 48116 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Founders Financial Securities, Llc | Timonium | MD | 10/2006 | 09/2024 |
| Lpl Financial Llc | Brighton | MI | 09/2024 | Present |
1. Premier Financial Planning, LLC- DBA for LPL Business (entity for LPL business)- Inv Rel- At Reported Business Location (s)- Start Date 09/30/2024 2. TALLMAN FINANCIAL SERVICES, LLC- Non-Variable Insurance- MI 48114- 4 Hrs Per Mnth- 1 Hr During Trading- Start Date 07/01/2005 3) 03/31/2025 - Solid Rock Real Estate Holdings LLC - Not Investment Related - Business Entity For Tax/Investment Purposes Only - At Reported Business Location(s) - 1 Hrs/Mth - 0 Hrs During Trading - Start Date : 04/01/2025
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-10-22 |
| S63 | Uniform Securities Agent State Law Examination | 1988-07-06 |
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