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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2009-12-16 |
Branch Locations
28411 Northwestern Hwy #1200, Southfield, MI 48034 • United States
West Bloomfield, MI • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Lpl Financial, Llc | Southfield | MI | 12/2009 | Present |
1. 12/11/2009 - NO BUSINESS NAME - INVESTMENT RELATED - AT REPORTED BUSINESS LOCATION(S) - NON-VARIABLE INSURANCE - TIME SPENT 2% - SELLING FIXED ANNUITIES, INSURANCE, LTC, UNIVERSAL LIFE, AND DISABILITY INSURANCE. 2. 12/11/2009 - AMERICA GROUP RETIREMENT STRATEGY CENTERS - INVESTMENT RELATED - AT REPORTED BUSINESS LOCATION(S) - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS). 3. 3/27/2012 - BORDELOVE/FOSTER WEALTH MANAGEMENT, LLC - INVESTMENT RELATED - AT REPORTED BUSINESS LOCATION(S) - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-08-28 |
| S65 | Uniform Investment Adviser Law Examination | 2001-02-05 |
| S63 | Uniform Securities Agent State Law Examination | 2000-12-05 |
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