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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-07-10 |
Branch Locations
33900 West 8 Mile Road Suite 131, Farmington Hills, MI 48335 • United States
4215 South Baldwin Road, Lake Orion, MI 48359 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Anderson Family Financial | Lake Orion | MI | 11/2005 | Present |
| Cadaret, Grant & Co., Inc. | Lake Orion | MI | 08/2010 | 07/2025 |
| Lpl Financial Llc | Lake Orion | MI | 07/2025 | Present |
1- 07/2025 - Anderson Family Financial - Tax Prep/Accounting/CPA - Investment Related - At Reported Business Location(s) - Start Date 01/05/1987 - 10 hours per month/ during trading 2- 07/2025 - ANDERSON FAMILY PROPERTIES - Real Estate Rental - Investment Related - LAKE ORION, MI - Start Date 05/11/2016 - 5 hours per month/ during trading 3- 07/2025 - Anderson Family Financial - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 12/22/2005 - 160 hours per month/ 120 hours during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-04-02 |
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