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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2017-11-29 |
| PA | RA | APPROVED | 2017-11-29 |
Branch Locations
3805 10Th Street, Menominee, MI 49858 • United States
233 S Stephenson Ave, Iron Mountain, MI 49801 • United States
3165 Wright St Suite # 104, Marquette, MI 49855 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investment Centers Of America | Menominee | MI | 04/2015 | Present |
| Lpl Financial Llc | Menominee | MI | 11/2017 | Present |
1. 12/14/2017 - First National Bank & Trust Co. - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 09/09/2014 - 160 Hours Per Month/7 During Securities Trading. 2. 08/13/2019 - FIRST NATIONAL BANK & TRUST - Investment related - At reported business location(s) & 233 S. Stephenson Avenue, Iron Mountain, MI 49801 - Financial Institution Duty - start date:07/25/2019 - 80 hrs/mo - 4 hrs during trading - FIDUCIARY MANAGER.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-02-01 |
| S63 | Uniform Securities Agent State Law Examination | 2000-05-12 |
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