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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2022-05-02 |
Branch Locations
41875 West 11 Mile Rd, Ste 205, Novi, MI 48375 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 08/2001 | 04/2022 |
| Genesis Financial Partners | Southfield | MI | 08/2001 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 03/2005 | 04/2022 |
| Lpl Financial Llc | Novi | MI | 05/2022 | Present |
1)05/02/2022 - GENESIS FINANCIAL PARTNERS - DBA for LPL Business - Inv Rel - At Reported Business Location(s) - Start: 11/2001 - 160 Hr/Mth 2)05/02/2022 - Non Variable Insurance - Agent - Selling Term Life, Disability, LTC. - Inv Rel - At Reported Business Location(s) - Start: 09/2001 - 40 Hr/Mth 3)05/02/2022 - Fluff & Tuff - Part Time Shipping Director - Non-Inf Rel - Troy, MI - Start: 05/2016 - 48 Hr/Mth 4)05/02/2022 - Real Estate Rental - Owner - Inv Rel - Novi, MI - Start: 10/2015 - 2 Hr/Mth
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-07-10 |
| S63 | Uniform Securities Agent State Law Examination | 1997-01-17 |
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