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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-03-14 |
| MI | RA | APPROVED | 2016-04-21 |
Branch Locations
3082 Coolidge Hwy, Berkley, MI 48072 • United States
33950 Van Dyke Ave, Sterling Heights, MI 48312 • United States
Clarkston, MI • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vibe Credit Union | Southfield | MI | 04/2016 | Present |
| Lpl Financil Llc | Southfield | MI | 04/2016 | Present |
1)3/31/16-Annuity Financial- Non-Variable Insurance- Agent-LIFE, HEATH FIXED ANNUITIES- Inv. Related- at reported business location(s)- start date 4/19/16- 5% 2)3/31/16-HBS Capital Investments - Business Entity For Tax/Investment Purposes Only- start date 1/1/05- 10%. 3) 11/28/2017 - Willenbrecht Legal Services - Not Investment Related - 2670 Buckner Rd Suite 200, Lake Orion, MI 48362 - Outside/W-2 Employment - Paralegal - Started 11/15/17 - 10 Hours Per Month During Securities Trading. 4. 10/11/2019 - VCU Wealth Mangement - Investment related - At reported business location(s) - DBA for LPL Business (entity for LPL business) - start date:09/23/2019 - 160 hrs/mo - 160 hrs during trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-06-17 |
| S63 | Uniform Securities Agent State Law Examination | 2003-03-28 |
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