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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-01-11 |
| TX | RA | APPROVED_RES | 2024-01-09 |
Branch Locations
3883 Telegraph Rd, Ste 204, Bloomfield Hills, MI 48302 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Planning Corporation | Bloomfield Hills | MI | 01/2004 | 10/2017 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 10/2017 | 01/2024 |
| Cambridge Investment Research Advisors Inc. | Fairfield | IA | 03/2021 | 01/2024 |
| Lpl Financial Llc | Bloomfield Hills | MI | 01/2024 | Present |
1- 01/2024 / Variable Insurance sold through INVESTWISE FINANCIAL LLC / Non-Variable Insurance / Investment Related / 1 Hr Mnth 2- 01/2024 / INVESTWlSE FINANCIAL LLC / DBA for LPL Business (entity for LPL business) / Investment Related / 150 Hrs Mnth / 1 Hr during trading 3- 01/2024 / WHITE GLOVE WORKSHOPS / Presenter / Investment Related / 2 Hrs Mnth / 2 Hrs during trading / start date 1/2/2009
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-03-01 |
| S63 | Uniform Securities Agent State Law Examination | 1997-10-16 |
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