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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-06-27 |
| TX | RA | APPROVED | 2024-06-27 |
Branch Locations
200 East Main Street, Harbor Springs, MI 49740 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Community Bank | Harbor Springs | MI | 08/2001 | Present |
| Cetera Investment Services Llc | St. Cloud | MN | 06/2002 | 06/2024 |
| Cetera Investment Advisers Llc | Harbor Springs | MI | 03/2016 | 06/2024 |
| Lpl Financial Llc | Harbor Springs | MI | 06/2024 | Present |
1. 06/27/2024 - FCB Wealth Management - Inv Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started: 6/27/2024 - 160 Hrs/Mo; 8 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-02-16 |
| S63 | Uniform Securities Agent State Law Examination | 2002-09-27 |
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