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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-08-21 |
| MI | RA | APPROVED | 2011-10-11 |
Branch Locations
37000 Grand River Ave Ste 240, Farmington Hills, MI 48335 • United States
Fenton, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Farmington Hills | MI | 09/2009 | Present |
1. 2/23/2010 - Fundamental Financial Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 3/16/2021 - Coles Properties, LLC - Not Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Start Date: 1/1/2020 - 0 Hours Per Month/0 Hours During Securities Trading - Holds a piece of acreage used for hunting only. 3. 8/4/2021 - William A. Pearson Elementary Parent Teacher Organization - Not Investment Related - 57900 11 Mile Rd, South Lyon, MI 48178 - Non-Profit Board Member - Start Date: 7/19/2021 - 1 Hours Per Month/0 Hours During Securities Trading. 4. 04/10/2025 - Hartland Gymnastics Booster Club - Not Investment Related - Non-Profit Board Member - Howell, MI 48843 - Start Date: 06/01/2025 - 10 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-10-06 |
| S63 | Uniform Securities Agent State Law Examination | 2003-10-10 |
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