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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-11-20 |
| TX | RA | APPROVED | 2017-03-31 |
| MI | RA | APPROVED | 2017-03-13 |
Branch Locations
2050 Livernois Rd Ste C, Troy, MI 48083 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Center For Wealth Planning, Inc. | Troy | MI | 01/2006 | 12/2017 |
| Lpl Financial Llc | Troy | MI | 09/2009 | Present |
| Center For Wealth Planning Advisors, Inc | Troy | MI | 01/2015 | Present |
1. 4/27/2018 - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date: 4/16/2018 - 2 Hours Per Month/2 Hours During Trading. 2. 3/5/2019 - CWP Property Managment, LLC - Not Investment Related - 2050 Livernois Troy MI - Real Estate Rental - Start Date: 08/18/2016 - 1 Hour Per Month/0 Hours During Securities Trading - Buying a building where we will be moving our branch office. 3. 3/6/2019 - Center For Wealth Planning, Inc. - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 05/02/2005 - 5 Hours Per Month During Securities Trading. 4. 3/8/2019 - America Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 12/26/2018 - 2 Hours Per Month During Securities Trading. 5. 08/07/2025 - America Group by LPL Financial - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start date: 08/15/2025
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-12-02 |
| S63 | Uniform Securities Agent State Law Examination | 1999-01-12 |
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