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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-03-04 |
| MI | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED_RES | 2021-07-21 |
Branch Locations
971 Spaulding Se, Ste C, Ada, MI 49301 • United States
116 N Mitchell, Cadillac, MI 49601 • United States
Estero, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc | Cadillac | MI | 08/2000 | 07/2021 |
| Various Insurance Carriers For W & R Insurance Agencies | Cadillac | MI | 12/2000 | 07/2021 |
| Duskwood Dawn Inc | Kentwood | MI | 01/2013 | 07/2021 |
| Connect Financial (Dba) | Cadillac | MI | 06/2017 | 07/2021 |
| Lutz & Singer Llc | Cadillac | MI | 06/2016 | 07/2021 |
| Lpl Financial Llc | Cadillac | MI | 07/2021 | Present |
1-09/2018 / DBA for LPL Business (entity for LPL business) / Connect Financial / Investment Related / Cadillac, MI 2- 11/2013 / Business Entity For Tax/Investment Purposes Only / Non Investment Related/ Cadillac, MI 3- 09/2016 /Lutz & Singer LLC / Real Estate Rental-116 N Mitchell St Cadillac , MI, , 49601 / Investment Related / Cadillac, MI
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-08-23 |
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