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858 Washington Street Suite 100, Dedham, MA 02026 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-11-25 |
Branch Locations
858 Washington Street Suite 100, Dedham, MA 02026 • United States
4110 Copper Ridge Dr #235, Traverse City, MI 49684-6723 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Traverse City | MI | 07/2014 | Present |
1. 07/07/2014-MARY KAY/SALES CONSULTANT/15%/TRAVERSE CITY,MI 2. 07/07/2014-INTENTIONAL WEALTH ADVISORS, LLC./DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/85%/TRAVERSE CITY,MI
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-12-27 |
| S63 | Uniform Securities Agent State Law Examination | 2006-02-09 |
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