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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2010-05-26 |
| TX | RA | APPROVED_RES | 2009-08-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Troy | MI | 03/2004 | Present |
1. 09/25/2003 - OTHER-ATTORNEY - MINIMAL AMT OF WRK AS ATTORNEY DRAFTING : WILLS, POA, TRUSTS./ TROY, MI. 2. 09/25/2003 - NON-VARIABLE INSURANCE - SELLING FIXED ANNUITIES, LONG TERM CARE, HEALTH AND FIXED LIFE INSURANCE. - TROY, MI. 3. 05/17/2006 - Legacy Wealth Management Group, LLC - INV REL - AT REPORTED LOCATION - DBA for LPL Business (entity for LPL business) 4. 02/27/2013 - OTHER-NOTARY PUBLIC - NOTARY PUBLIC - TIME SPENT 0% - TROY, MI 5. 11/25/2013 - HELICOPTERS, INC. - PILOT - HELICOPTERS, INC. OUT OF ST. LOUIS, MO WOULD LIKE ME TO FLY AS THE BACK-UP HELICOPTER PILOT FOR THEIR RUSH-HOUR TRAFFIC REPORTING IN THE DETROIT AREA. I WOULD FILL-IN FOR THE FULL-TIME PILOT ONCE OR TWICE PER MONTH AND BE PAID A DAILY RATE. - 1% OF TIME SPENT 6. 12/20/2024 - Sennett Properties LLC - Real Estate Rental - Investment Related - At Reported Business Location(s) - Start Date 01/02/2025 - 10 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-11-20 |
| S63 | Uniform Securities Agent State Law Examination | 2001-09-05 |
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