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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2019-10-08 |
Branch Locations
2723 S State Street, Ste 210, Ann Arbor, MI 48104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Investors Advisory Services | Phoenix | AZ | 02/2013 | 10/2018 |
| Foresters Financial Service | Phoenix | AZ | 03/2011 | 05/2017 |
| Foresters Financial Services | Farmington Hills | MI | 05/2017 | 10/2018 |
| Old National Bank | Ann Arbor | MI | 10/2018 | Present |
| Lpl Financial Llc | Ann Arbor | MI | 10/2019 | Present |
1) 4/28/2021 - Old National Bank - Investment Related - At Reported Business Location(s) - Financial Institution Duty - Started 04/23/2021 - 20 Hours Per Month/18 Hours During Securities Trading - Participate in the referral program by referring prospects for banking products. 2) 4/1/2025- Old National Wealth Advisors-DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 4/1/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-10-03 |
| S63 | Uniform Securities Agent State Law Examination | 2003-09-05 |
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