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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2010-04-15 |
Branch Locations
979 Spaulding Ave Se Ste A, Ada, MI 49301-3705 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc (Formerly: Linsco/Private Ledger Corp.) | Ada | MI | 10/2006 | Present |
(1) 11/10/2006 - NON-VARIABLE INSURANCE - SALES OF DI, LTC, SHOLE UNIVERSAL, TERM FIXED ANNUITIES. - 30% OF TIME SPENT - ADA, MI (2) 9/14/2018 - AFC Real Assets LLC - Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date: 08/21/2018 - 5 Hours Per Month/4 Hours During Securities Trading. (3) 1/25/2019 - Growtrust Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 02/01/2019 - 40 Hours Per Month/40 Hours During Securities Trading. (4) 3/11/2021 - No Business Name - Not Investment Related - At Reported Business Location(s) - Other-Notary - Start Date: 9/8/2020 - 1 Hour Per Month/1 Hour During Securities Trading - Notarize documents for clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-08-30 |
| S63 | Uniform Securities Agent State Law Examination | 1999-08-12 |
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