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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-09-03 |
Branch Locations
27000 Evergreen Rd, Lathrup Village, MI 48076 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Preferred Capital Securities, Llc | Atlanta | GA | 07/2016 | 06/2018 |
| Td Ameritrade | Novi | MI | 03/2019 | 12/2019 |
| Ihop/Trinity Restaurant Group | Canton | MI | 12/2018 | 03/2019 |
| Suburban Cadillac Of Plymouth | Plymouth | MI | 10/2018 | 12/2018 |
| Unemployed | N/A | MI | 06/2018 | 10/2018 |
| Inland Securities Corporation | Oak Brook | IL | 12/2019 | 05/2024 |
| Lpl Financial, Llc | Lathrup Village | MI | 05/2024 | Present |
| Bank Of Ann Arbor | Plymouth | MI | 05/2024 | 10/2025 |
| Michigan First Credit Union | Lathrup Village | MI | 11/2025 | Present |
1) 05/07/2024- Investment products and services are offered through LPL Financial LLC using the DBA/trade name BOAA Financial Services- Inv Related-At reported business location(s) 2) 09/04/2024 - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 05/28/2024 - 10 Hours Per Month/ During Trading 3) 10/29/2024 - IHOP Restaurant - Outside/W-2 Employment - Server - Not Investment Related - 5946 N. Sheldon Road, Canton, MI 48187 - Start Date 10/19/2024 - 60 Hours Per Month/ 0 Hours During Trading 4) 12/12/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Michigan First Wealth Management Group - Investment Related - At Reported Business Location(s) - Start Date 11/24/2025 - 160 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-29 |
| S63 | Uniform Securities Agent State Law Examination | 1998-03-09 |
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