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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-04-10 |
Branch Locations
260 John St. Suite 2B, Sturgis, MI 49091 • United States
2255 W Centre Avenue, Portage, MI 49024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc | Fairfield | IA | 05/2011 | 04/2024 |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 05/2011 | 04/2024 |
| Lpl Financial Llc | Sturgis | MI | 04/2024 | Present |
1) 03/19/2024 - Non-Variable Insurance - Selling: Life, Fixed Annuities/CRUMP - Ml 49091 - Investment related - 3 Hours per month - Start date: 04/10/2024. 2) 03/19/2024 - ANITA RITTER FINANCIAL, INC. - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-12-03 |
| S63 | Uniform Securities Agent State Law Examination | 2003-06-19 |
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