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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2022-05-18 |
Branch Locations
1919 Gratiot Blvd, Marysville, MI 48040 • United States
35600 Main Street, New Baltimore, MI 48047 • United States
3002 N. River Road, Fort Gratiot, MI 48059 • United States
500 10Th Street, Port Huron, MI 48060 • 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 |
|---|---|---|---|---|
| Asset Allocation Strategies, Llc | Farmington Hills | MI | 04/2014 | 11/2018 |
| Glp Investment Services | Farmington Hills | MI | 07/2014 | 12/2018 |
| Cuna Brokerage Services | Waverly | IA | 12/2018 | Present |
| Cuna Mutual Group | Waverly | IA | 12/2018 | Present |
| Lpl Financial Llc | Fort Gratiot | MI | 05/2022 | Present |
1)05/18/2022 - Advia Financial Advisors-Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) 2)05/18/2022 - T BERTSCH ZENITH, LLC.- Not Investment Related - Waterford, MI 48328- Real Estate Rental - owner - Start Date- 12/07/2016
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-12-12 |
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