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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-05-05 |
| MI | RA | APPROVED | 2022-05-02 |
Branch Locations
41875 West 11 Mile Rd, Ste 205, Novi, MI 48375 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Genesis Financial Partners | Southfield | MI | 04/2001 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 08/2001 | 04/2022 |
| Berry & Maas Consulting, Inc. | Southfield | MI | 04/2003 | Present |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 01/2008 | 04/2022 |
| Lpl Financial Llc | Novi | MI | 05/2022 | Present |
1)5/2022- GENESIS FINANCIAL PARTNERS- DBA for LPL Business (entity for LPL business)- inv. related- Novi, MI 2) 5/2022- BERRY & MAAS CONSULTING, INC- Business Entity for Tax-Investment Purposes- inv. related- Novi, MI- Start date 4/2003- 2hrs/mth 3) 5/2022- MMRB Holdings, LLC- Real Estate Rental- co-owner- inv. related- 41875 West 11 Mile Road, Suite 205, Novi, MI 48375- start date 10/2015- 2hrs/mth 4) 01/10/2023 - BB Advisors Inc - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date: 12/21/2022 - 120 Hours Per Month/120 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-07-01 |
| S63 | Uniform Securities Agent State Law Examination | 1997-02-14 |
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