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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-11-30 |
| MI | RA | APPROVED | 2017-07-31 |
Branch Locations
170 E Main St Ste Ll-1, Northville, MI 48167 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lee E. Holland & Associates, P.C. | Northville | MI | 05/2014 | 09/2017 |
| Lpl Financial, Llc | Northville | MI | 05/2014 | Present |
| Lee E. Holland, Cpa, Cfp | Northville | MI | 01/2015 | 12/2017 |
1. 6/11/2014 - No Business Name - Investment Related - Belleville MI 48111 - REAL ESTATE RENTAL - OWNER OF REAL PROPERTY. 2. 11/28/2017 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 09/01/2017 - 5 Hours Per Month During Securities Trading. 3. 4/26/2018 - Jennifer A Walker, Notary Public - Not Investment Related - At Reported Business Location(s) - Other-Notary - Started 09/24/2008 - 1 Hour Per Month During Securities Trading. 4. 11/19/2021 - Walker Total Financial, LLC - Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - Owner, Tax Preparer - Started 09/01/2017 - 8 Hours Per Month During Securities Trading. 5. 09/24/2024 - Walker Tax Relief - Tax Prep/Accounting/CPA - Investment Related - At Reported Business Location(s) - Start Date 06/01/2023 - 10 Hours Per Month/ 5 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-08-26 |
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