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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-03-03 |
| MI | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED | 2021-07-21 |
Branch Locations
116 N Mitchell, Cadillac, MI 49601 • United States
971 Spaulding Se, Ste C, Ada, MI 49301 • United States
Estero, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc | Cadillac | MI | 10/1999 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Traverse City | MI | 01/2000 | 07/2021 |
| Duskwood Dawn Inc | Kentwood | MI | 01/2013 | 07/2021 |
| Paul Singer | Cadillac | MI | 01/2016 | 07/2021 |
| Lutz & Singer Llc | Cadillac | MI | 06/2016 | 07/2021 |
| Connect Financial (Dba) | Cadillac | MI | 06/2017 | 07/2021 |
| Lpl Financial Llc | Cadillac | MI | 07/2021 | Present |
1- 07/2021 / DBA for LPL Business (entity for LPL business) / Connect Financial / Investment Related / CADILLACMichigan 2- 09/2016 / Lutz & Singer LLC / Real Estate Rental / 116 N Mitchell St Cadillac , MI 49601 / Investment Related / Cadillac, MI 49601 3- 11/2013 / Business Entity For Tax/Investment Purposes Only / Investment Related / Cadillac, MI 49601
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-11-06 |
| S63 | Uniform Securities Agent State Law Examination | 1999-11-12 |
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