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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-01-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Woodbury Financial Services Inc | Auburn Hills | MI | 09/2015 | 12/2016 |
| Sagepoint Financial, Inc. | Shelby Twp | MI | 01/2017 | 07/2019 |
| City Center Advisors, Llc | East Lansing | MI | 07/2020 | 02/2021 |
| City Center Financial, Llc | East Lansing | MI | 07/2020 | 02/2021 |
| Unemployed | Troy | MI | 07/2019 | 07/2020 |
| Lpl Financial, Llc | Berkley | MI | 02/2024 | 12/2025 |
| Lpl Financial Llc | Huntington Woods | MI | 05/2021 | 01/2024 |
| Self Employed | Berkley | MI | 02/2024 | 12/2025 |
| Lpl Financial Llc | Plymouth | MI | 03/2025 | Present |
| Bank Of Ann Arbor | Plymouth | MI | 01/2026 | Present |
1) 12/12/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name BOAA Financial Services - Inv Rel - At Reported Business Location(s) 2) 12/12/2025 - Admin Collective - Data Entry Contractor-Remote, Home-based - Inv Rel - Start: 04/2025 - 24 Hr/Mth
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-11-09 |
| S65 | Uniform Investment Adviser Law Examination | 2014-04-07 |
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