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Mason, MI • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-02 |
| MI | RA | APPROVED | 2026-01-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Mason | MI | 12/2013 | Present |
| St. Matthew Lutheran Church & School, Lcms | Westland | MI | 01/2016 | Present |
| Church Organizers Foundation, Npo | Mason | MI | 05/2016 | Present |
(1) 12/19/2013: Schroeder Investment Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Time Spent 100%. (2) 11/12/2015: Lutheran Minister - Intentional Interim Pastor - Not Investment Related - 3148 Hagadorn Road, Mason, Michigan 48854 - Outside/W-2 Employment - Started 09/01/2008 - 80 Hours Per Month/15 Hours During Securities Trading - Senior Pastor.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-12-28 |
| S65 | Uniform Investment Adviser Law Examination | 1999-12-20 |
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