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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2024-02-01
TX RA APPROVED_RES 2024-02-01
  • MI RA
    APPROVED
    Since 2024-02-01
  • TX RA
    APPROVED_RES
    Since 2024-02-01

Branch Locations

19733 Mack Ave, Grosse Pointe Woods, MI 48236 • United States

16821 Kercheval Ave, Grosse Pointe, MI 48230 • United States

18411 Mack Ave, Detroit, MI 48236 • United States

30105 Mound Road, Warren, MI 48092 • United States

20355 Hall Road, Macomb Twp, MI 48044 • United States

40900 Garfield Rd, Clinton Township, MI 48038 • United States

13427 15 Mile Rd., Sterling Hts, MI 48312 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Flagstar Sterling Heights MI 07/2013 Present
Infinex Investments, Inc. Sterling Heights MI 07/2016 01/2024
Lpl Financial Llc Sterling Heights MI 02/2024 Present
  • 07/2013 → Present
    Flagstar
    Sterling Heights, MI
  • 07/2016 → 01/2024
    Infinex Investments, Inc.
    Sterling Heights, MI
  • 02/2024 → Present
    Sterling Heights, MI
Previous Registrations
  • 2016-07-01 → 2024-01-31
    Sterling Heights, MI
    Bloomfield Hills, MI
    Sterling Heights, MI
    Troy, MI
    Warren, MI
    Macomb Township, MI
    Rochester Hills, MI
    Clinton Township, MI
    Harrison Township, MI
  • 2014-09-17 → 2016-07-01
    Essex National Securities, Llc
    Sterling Heights, MI
    Troy, MI
    Sterling Heights, MI
    Bloomfield Hills, MI
  • 2010-08-25 → 2013-06-28
    Comerica Securities
    Bloomfield Hills, MI
Other Businesses

1) 12/2023 - Flagstar Wealth Services - DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s)

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-07-08
S63 Uniform Securities Agent State Law Examination 2002-08-19
  • S65 Uniform Investment Adviser Law Examination
    2010-07-08
  • S63 Uniform Securities Agent State Law Examination
    2002-08-19
Other Names
  • Julie Ann Wojno

View on SEC IAPD

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