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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-08-21 |
Branch Locations
38800 Garfield Rd, Suite 110, Clinton Twp, MI 48038 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Masen, Frantz & Associates | Clinton Township | MI | 10/2000 | 08/2023 |
| Sigma Financial Corporation | Ann Arbor | MI | 05/2006 | 08/2023 |
| Spc | Ann Arbor | MI | 05/2006 | 08/2023 |
| Lpl Financial Llc | Clinton Twp | MI | 08/2023 | Present |
1) 08/08/2023 - Non-Variable Insurance - Selling: Term and Whole Life, Pan American, Prudential, Forethought, Protective, Great American, Jackson - Ml 48038 - Investment related - 4 Hours per month - Start date: 8/1/2023. 2) 08/08/2023 - ADRM Realty, LLC - Business Entity For Tax/Investment Purposes Only - Ml 48044 - Non investment related - 1 Hour per month - Start date: 5/8/2008. 3) 08/08/2023 - Masen Paich Wealth Management Group - DBA for LPL Business (entity for LPL business) - Ml 48038 - Investment related - 160 Hours per month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-10-20 |
| S63 | Uniform Securities Agent State Law Examination | 1997-09-29 |
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