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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-10-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Plymouth | MI | 08/2015 | 03/2020 |
| Primary Care Financial Planning Llc | Plymouth | MI | 03/2020 | 09/2021 |
| Cetera Advisor Networks Llc | El Segundo | CA | 10/2021 | 01/2022 |
| Cwm, Dba Carson Partners | Detroit | MI | 09/2021 | 01/2022 |
| Lpl Financial Llc | Livonia | MI | 10/2023 | Present |
| Michigan Educational Cu | Livonia | MI | 10/2023 | Present |
| Unemployed | Plymouth | MI | 01/2022 | 07/2022 |
| Foguth Financial Llc | Brighton | MI | 07/2022 | 03/2023 |
| None Unemployed | Plymouth | MI | 03/2023 | 10/2023 |
1) 10/09/2023 - MECU Financial - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s). 2) 10/09/2023 - Rental Property - Real Estate Rental - owner - Ml 48170 - Investment related - 4 Hours per month - Start date: 04/20/2016.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-04-01 |
| S63 | Uniform Securities Agent State Law Examination | 1997-12-19 |
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