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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-05-19 |
| TX | RA | APPROVED_RES | 2025-05-15 |
Branch Locations
11 Cypress St. Ste C, Manistee, MI 49660 • United States
224 N. St Joseph St Suite 103, Suttons Bay, MI 49682 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 06/2015 | 05/2025 |
| Lpl Financial, Llc | Suttons Bay | MI | 05/2025 | Present |
1. 03/2025 - Pillar Financial Services, LLC-Business Entity For Tax/Investment Purposes Only- Not Inv Related - MI 49682- Start Date 08/31/2002 2. 03/2025 - Fixed Insurance Trails Only- Non-Variable Insurance - Inv Related - MI 49682- 1 Hr Per Mnth - .15 Hr During Trading- Start Date 01/31/2025 3. 03/2025 - Finch Financial Solutions - DBA for LPL Business (entity for LPL business) - Inv Rel- 480 Hours/Month - 6.5 Hours During Trading - At Reported Business Location(s)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-08-19 |
| S63 | Uniform Securities Agent State Law Examination | 2000-11-28 |
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